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 | $31,303 | $85,790-63.5% | $67,313-53.5% | $135,375-76.9% |
| Participation rate | 45.8% | 76.5%-30.6pp | 69.1%-23.2pp | 82.6%-36.8pp |
| Annual return | -5.21% | -0.54%-4.7pp | -4.08%-1.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $555 | $3,487-84.1% | $2,566-78.4% | $4,779-88.4% |
| Participant deferral / active EE | $1,339 | $4,651-71.2% | $3,568-62.5% | $5,609-76.1% |
| Admin fee / account holder | $3,437 | $6,392-46.2% | $4,507-23.7% | $10,827-68.3% |