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 | $65,349 | $82,286-20.6% | $68,791-5.0% | $134,475-51.4% |
| Participation rate | 41.7% | 75.1%-33.4pp | 69.0%-27.4pp | 81.2%-39.6pp |
| Annual return | -18.92% | -2.19%-16.7pp | -6.38%-12.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,133 | $3,301-65.7% | $2,655-57.3% | $4,740-76.1% |
| Participant deferral / active EE | $3,833 | $4,739-19.1% | $3,941-2.7% | $6,400-40.1% |
| Admin fee / account holder | $1,742 | $6,481-73.1% | $4,932-64.7% | $11,426-84.8% |