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 | $25,173 | $127,100-80.2% | $105,738-76.2% | $135,375-81.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -7.26% | 4.49%-11.8pp | 6.27%-13.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,278 | $4,107-68.9% | $3,268-60.9% | $4,779-73.3% |
| Participant deferral / active EE | $1,715 | $5,064-66.1% | $4,080-58.0% | $5,609-69.4% |
| Admin fee / account holder | $1,953 | $9,087-78.5% | $6,913-71.7% | $10,827-82.0% |