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 | $104,353 | $147,167-29.1% | $111,392-6.3% | $135,375-22.9% |
| Participation rate | 65.0% | 84.0%-19.0pp | 78.9%-13.9pp | 82.6%-17.6pp |
| Annual return | -5.53% | -4.44%-1.1pp | -2.06%-3.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,643 | $5,204-68.4% | $4,328-62.0% | $4,779-65.6% |
| Participant deferral / active EE | $5,012 | $6,565-23.7% | $5,567-10.0% | $5,609-10.6% |
| Admin fee / account holder | $5,500 | $20,270-72.9% | $12,266-55.2% | $10,827-49.2% |