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 | $52,964 | $82,286-35.6% | $68,791-23.0% | $134,475-60.6% |
| Participation rate | 46.7% | 75.1%-28.4pp | 69.0%-22.4pp | 81.2%-34.6pp |
| Annual return | -19.70% | -2.19%-17.5pp | -6.38%-13.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,587 | $3,301-51.9% | $2,655-40.2% | $4,740-66.5% |
| Participant deferral / active EE | $3,280 | $4,739-30.8% | $3,941-16.8% | $6,400-48.8% |
| Admin fee / account holder | $3,270 | $6,481-49.5% | $4,932-33.7% | $11,426-71.4% |