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 | $66,736 | $142,344-53.1% | $119,609-44.2% | $134,475-50.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -13.06% | -12.44%-0.6pp | -14.97%+1.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,363 | $5,222-73.9% | $4,232-67.8% | $4,740-71.2% |
| Participant deferral / active EE | $4,681 | $6,469-27.6% | $5,602-16.4% | $6,400-26.9% |
| Admin fee / account holder | $1,589 | $13,584-88.3% | $10,323-84.6% | $11,426-86.1% |