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 | $64,938 | $142,344-54.4% | $119,609-45.7% | $134,475-51.7% |
| Participation rate | 65.2% | 82.8%-17.6pp | 79.3%-14.0pp | 81.2%-16.0pp |
| Annual return | -14.94% | -12.44%-2.5pp | -14.97%0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,121 | $5,222-59.4% | $4,232-49.9% | $4,740-55.2% |
| Participant deferral / active EE | $5,671 | $6,469-12.3% | $5,602+1.2% | $6,400-11.4% |
| Admin fee / account holder | $1,776 | $13,584-86.9% | $10,323-82.8% | $11,426-84.5% |