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 | $82,874 | $167,307-50.5% | $143,757-42.4% | $134,475-38.4% |
| Participation rate | 55.0% | 84.8%-29.8pp | 80.3%-25.3pp | 81.2%-26.2pp |
| Annual return | -17.13% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,348 | $5,619-58.2% | $4,951-52.6% | $4,740-50.5% |
| Participant deferral / active EE | $4,727 | $6,446-26.7% | $5,637-16.1% | $6,400-26.1% |
| Admin fee / account holder | $1,939 | $18,088-89.3% | $14,673-86.8% | $11,426-83.0% |