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 | $66,075 | $95,862-31.1% | $79,550-16.9% | $134,475-50.9% |
| Participation rate | 45.5% | 75.0%-29.6pp | 69.5%-24.0pp | 81.2%-35.8pp |
| Annual return | -14.82% | -2.69%-12.1pp | 0.16%-15.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $583 | $3,128-81.4% | $2,413-75.8% | $4,740-87.7% |
| Participant deferral / active EE | $4,082 | $4,693-13.0% | $3,985+2.4% | $6,400-36.2% |
| Admin fee / account holder | $3,096 | $9,126-66.1% | $6,832-54.7% | $11,426-72.9% |