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 | $12,391 | $73,867-83.2% | $143,757-91.4% | $68,494-81.9% |
| Participation rate | 69.6% | 66.7%+2.9pp | 80.3%-10.7pp | 67.9%+1.7pp |
| Annual return | -14.46% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $511 | $3,184-84.0% | $4,951-89.7% | $2,596-80.3% |
| Participant deferral / active EE | $1,370 | $3,384-59.5% | $5,637-75.7% | $4,027-66.0% |
| Admin fee / account holder | $1,070 | $5,755-81.4% | $14,673-92.7% | $5,403-80.2% |