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 | $28,399 | $211,958-86.6% | $169,463-83.2% | $135,375-79.0% |
| Participation rate | 69.6% | 82.6%-13.1pp | 77.8%-8.2pp | 82.6%-13.1pp |
| Annual return | -7.07% | 3.26%-10.3pp | 1.83%-8.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,689 | $5,120-47.5% | $4,159-35.3% | $4,779-43.7% |
| Participant deferral / active EE | $4,308 | $6,075-29.1% | $5,277-18.4% | $5,609-23.2% |
| Admin fee / account holder | $653 | $11,471-94.3% | $9,109-92.8% | $10,827-94.0% |