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 | $169,033 | $142,344+18.7% | $119,609+41.3% | $134,475+25.7% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -17.47% | -12.44%-5.0pp | -14.97%-2.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,717 | $5,222-48.0% | $4,232-35.8% | $4,740-42.7% |
| Participant deferral / active EE | $5,088 | $6,469-21.3% | $5,602-9.2% | $6,400-20.5% |
| Admin fee / account holder | $4,419 | $13,584-67.5% | $10,323-57.2% | $11,426-61.3% |