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 | $41,653 | $95,862-56.5% | $79,550-47.6% | $134,475-69.0% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -13.68% | -2.69%-11.0pp | 0.16%-13.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $882 | $3,128-71.8% | $2,413-63.4% | $4,740-81.4% |
| Participant deferral / active EE | $1,567 | $4,693-66.6% | $3,985-60.7% | $6,400-75.5% |
| Admin fee / account holder | $3,208 | $9,126-64.9% | $6,832-53.1% | $11,426-71.9% |