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 | $100,145 | $142,344-29.6% | $119,609-16.3% | $134,475-25.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -16.49% | -12.44%-4.1pp | -14.97%-1.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,484 | $5,222-71.6% | $4,232-64.9% | $4,740-68.7% |
| Participant deferral / active EE | $3,977 | $6,469-38.5% | $5,602-29.0% | $6,400-37.8% |
| Admin fee / account holder | $35,897 | $13,584+164.3% | $10,323+247.7% | $11,426+214.2% |