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 | $51,422 | $167,307-69.3% | $143,757-64.2% | $134,475-61.8% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -9.50% | 0.46%-10.0pp | -0.04%-9.5pp | 417.96%-427.5pp |
| Employer contribution / active EE | $1,508 | $5,619-73.2% | $4,951-69.5% | $4,740-68.2% |
| Participant deferral / active EE | $3,026 | $6,446-53.1% | $5,637-46.3% | $6,400-52.7% |
| Admin fee / account holder | $4,171 | $18,088-76.9% | $14,673-71.6% | $11,426-63.5% |