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 | $32,160 | $158,817-79.8% | $121,196-73.5% | $135,375-76.2% |
| Participation rate | 35.3% | 79.3%-44.0pp | 71.7%-36.5pp | 82.6%-47.3pp |
| Annual return | -8.78% | -0.64%-8.1pp | 16.93%-25.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $670 | $5,665-88.2% | $4,022-83.3% | $4,779-86.0% |
| Participant deferral / active EE | $1,245 | $4,005-68.9% | $3,344-62.8% | $5,609-77.8% |
| Admin fee / account holder | $1,677 | $6,512-74.3% | $5,019-66.6% | $10,827-84.5% |