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 | $26,114 | $158,817-83.6% | $121,196-78.5% | $135,375-80.7% |
| Participation rate | 57.1% | 79.3%-22.2pp | 71.7%-14.6pp | 82.6%-25.5pp |
| Annual return | -9.17% | -0.64%-8.5pp | 16.93%-26.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $404 | $5,665-92.9% | $4,022-90.0% | $4,779-91.5% |
| Participant deferral / active EE | $1,393 | $4,005-65.2% | $3,344-58.3% | $5,609-75.2% |
| Admin fee / account holder | $924 | $6,512-85.8% | $5,019-81.6% | $10,827-91.5% |