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 | $19,676 | $129,942-84.9% | $104,294-81.1% | $134,475-85.4% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -10.80% | 42.03%-52.8pp | 24.61%-35.4pp | 417.96%-428.8pp |
| Employer contribution / active EE | $743 | $4,184-82.2% | $3,372-78.0% | $4,740-84.3% |
| Participant deferral / active EE | $1,643 | $5,588-70.6% | $4,625-64.5% | $6,400-74.3% |
| Admin fee / account holder | $1,543 | $9,323-83.5% | $7,339-79.0% | $11,426-86.5% |