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 | $53,388 | $82,286-35.1% | $68,791-22.4% | $134,475-60.3% |
| Participation rate | 68.4% | 75.1%-6.6pp | 69.0%-0.6pp | 81.2%-12.8pp |
| Annual return | -19.64% | -2.19%-17.5pp | -6.38%-13.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,207 | $3,301-63.4% | $2,655-54.5% | $4,740-74.5% |
| Participant deferral / active EE | $2,458 | $4,739-48.1% | $3,941-37.6% | $6,400-61.6% |
| Admin fee / account holder | $5,948 | $6,481-8.2% | $4,932+20.6% | $11,426-47.9% |