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 | $108,626 | $133,958-18.9% | $112,228-3.2% | $134,475-19.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.05% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,164 | $4,038-71.2% | $3,635-68.0% | $4,740-75.4% |
| Participant deferral / active EE | $1,876 | $5,291-64.5% | $4,728-60.3% | $6,400-70.7% |
| Admin fee / account holder | $9,654 | $7,489+28.9% | $6,410+50.6% | $11,426-15.5% |