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 | $37,725 | $95,862-60.6% | $79,550-52.6% | $134,475-71.9% |
| Participation rate | 56.3% | 75.0%-18.8pp | 69.5%-13.2pp | 81.2%-25.0pp |
| Annual return | -12.11% | -2.69%-9.4pp | 0.16%-12.3pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,953 | $3,128-37.6% | $2,413-19.1% | $4,740-58.8% |
| Participant deferral / active EE | $2,069 | $4,693-55.9% | $3,985-48.1% | $6,400-67.7% |
| Admin fee / account holder | $338 | $9,126-96.3% | $6,832-95.0% | $11,426-97.0% |