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 | $43,095 | $152,509-71.7% | $117,472-63.3% | $134,475-68.0% |
| Participation rate | 38.9% | 77.1%-38.2pp | 70.6%-31.7pp | 81.2%-42.3pp |
| Annual return | -14.40% | 52.99%-67.4pp | 29.74%-44.1pp | 417.96%-432.4pp |
| Employer contribution / active EE | $347 | $5,571-93.8% | $4,176-91.7% | $4,740-92.7% |
| Participant deferral / active EE | $3,613 | $4,818-25.0% | $4,070-11.2% | $6,400-43.5% |
| Admin fee / account holder | $992 | $7,004-85.8% | $5,645-82.4% | $11,426-91.3% |