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 | $12,128 | $95,862-87.3% | $79,550-84.8% | $134,475-91.0% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -20.40% | -2.69%-17.7pp | 0.16%-20.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $777 | $3,128-75.2% | $2,413-67.8% | $4,740-83.6% |
| Participant deferral / active EE | $1,215 | $4,693-74.1% | $3,985-69.5% | $6,400-81.0% |
| Admin fee / account holder | $943 | $9,126-89.7% | $6,832-86.2% | $11,426-91.7% |