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 | $27,794 | $167,484-83.4% | $151,611-81.7% | $134,475-79.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -18.81% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,817 | $6,829-44.1% | $6,166-38.1% | $4,740-19.5% |
| Participant deferral / active EE | $4,344 | $8,986-51.7% | $8,363-48.1% | $6,400-32.1% |
| Admin fee / account holder | $509 | $13,783-96.3% | $11,616-95.6% | $11,426-95.5% |