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 | $85,320 | $158,817-46.3% | $121,196-29.6% | $135,375-37.0% |
| Participation rate | 61.1% | 79.3%-18.2pp | 71.7%-10.6pp | 82.6%-21.5pp |
| Annual return | -6.25% | -0.64%-5.6pp | 16.93%-23.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,087 | $5,665-80.8% | $4,022-73.0% | $4,779-77.3% |
| Participant deferral / active EE | $4,531 | $4,005+13.1% | $3,344+35.5% | $5,609-19.2% |
| Admin fee / account holder | $3,814 | $6,512-41.4% | $5,019-24.0% | $10,827-64.8% |