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 | $45,813 | $69,010-33.6% | $159,960-71.4% | $68,494-33.1% |
| Participation rate | 58.3% | 65.4%-7.1pp | 78.0%-19.6pp | 67.9%-9.6pp |
| Annual return | -16.93% | -9.65%-7.3pp | 408.60%-425.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,322 | $2,213-40.3% | $4,226-68.7% | $2,596-49.1% |
| Participant deferral / active EE | $1,635 | $4,212-61.2% | $6,182-73.6% | $4,027-59.4% |
| Admin fee / account holder | $1,492 | $4,798-68.9% | $8,698-82.8% | $5,403-72.4% |