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 | $74,786 | $167,307-55.3% | $143,757-48.0% | $134,475-44.4% |
| Participation rate | 69.6% | 84.8%-15.2pp | 80.3%-10.7pp | 81.2%-11.7pp |
| Annual return | -17.32% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,463 | $5,619-74.0% | $4,951-70.5% | $4,740-69.1% |
| Participant deferral / active EE | $4,554 | $6,446-29.3% | $5,637-19.2% | $6,400-28.8% |
| Admin fee / account holder | $4,062 | $18,088-77.5% | $14,673-72.3% | $11,426-64.5% |