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 | $77,230 | $105,860-27.0% | $90,749-14.9% | $134,475-42.6% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -15.05% | -11.01%-4.0pp | -12.16%-2.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,172 | $3,462-8.4% | $2,921+8.6% | $4,740-33.1% |
| Participant deferral / active EE | $2,379 | $5,216-54.4% | $4,564-47.9% | $6,400-62.8% |
| Admin fee / account holder | $53,057 | $13,938+280.7% | $8,445+528.3% | $11,426+364.4% |