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 | $48,582 | $147,167-67.0% | $111,392-56.4% | $135,375-64.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 78.9%-18.9pp | 82.6%-22.6pp |
| Annual return | -6.70% | -4.44%-2.3pp | -2.06%-4.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,281 | $5,204-56.2% | $4,328-47.3% | $4,779-52.3% |
| Participant deferral / active EE | $3,420 | $6,565-47.9% | $5,567-38.6% | $5,609-39.0% |
| Admin fee / account holder | $1,688 | $20,270-91.7% | $12,266-86.2% | $10,827-84.4% |