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 | $49,568 | $92,222-46.3% | $76,768-35.4% | $135,375-63.4% |
| Participation rate | 27.8% | 79.8%-52.0pp | 77.0%-49.2pp | 82.6%-54.9pp |
| Annual return | -6.51% | 5.46%-12.0pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $968 | $3,216-69.9% | $2,485-61.1% | $4,779-79.7% |
| Participant deferral / active EE | $2,614 | $4,509-42.0% | $3,852-32.1% | $5,609-53.4% |
| Admin fee / account holder | $351 | $10,748-96.7% | $6,675-94.7% | $10,827-96.8% |