See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,859 | $82,286-38.2% | $68,791-26.1% | $134,475-62.2% |
| Participation rate | 55.0% | 75.1%-20.1pp | 69.0%-14.0pp | 81.2%-26.2pp |
| Annual return | -14.90% | -2.19%-12.7pp | -6.38%-8.5pp | 417.96%-432.9pp |
| Employer contribution / active EE | $833 | $3,301-74.8% | $2,655-68.6% | $4,740-82.4% |
| Participant deferral / active EE | $1,634 | $4,739-65.5% | $3,941-58.5% | $6,400-74.5% |
| Admin fee / account holder | $1,293 | $6,481-80.0% | $4,932-73.8% | $11,426-88.7% |