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 | $47,793 | $95,862-50.1% | $79,550-39.9% | $134,475-64.5% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -19.10% | -2.69%-16.4pp | 0.16%-19.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,064 | $3,128-66.0% | $2,413-55.9% | $4,740-77.5% |
| Participant deferral / active EE | $1,711 | $4,693-63.6% | $3,985-57.1% | $6,400-73.3% |
| Admin fee / account holder | $370 | $9,126-96.0% | $6,832-94.6% | $11,426-96.8% |