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 | $81,965 | $105,860-22.6% | $90,749-9.7% | $134,475-39.0% |
| Participation rate | 47.6% | 78.2%-30.6pp | 75.7%-28.1pp | 81.2%-33.6pp |
| Annual return | -10.19% | -11.01%+0.8pp | -12.16%+2.0pp | 417.96%-428.2pp |
| Employer contribution / active EE | $970 | $3,462-72.0% | $2,921-66.8% | $4,740-79.5% |
| Participant deferral / active EE | $3,209 | $5,216-38.5% | $4,564-29.7% | $6,400-49.9% |
| Admin fee / account holder | $1,031 | $13,938-92.6% | $8,445-87.8% | $11,426-91.0% |