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 | $93,386 | $142,344-34.4% | $119,609-21.9% | $134,475-30.6% |
| Participation rate | 35.3% | 82.8%-47.5pp | 79.3%-44.0pp | 81.2%-45.9pp |
| Annual return | -18.12% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,300 | $5,222-75.1% | $4,232-69.3% | $4,740-72.6% |
| Participant deferral / active EE | $4,645 | $6,469-28.2% | $5,602-17.1% | $6,400-27.4% |
| Admin fee / account holder | $2,244 | $13,584-83.5% | $10,323-78.3% | $11,426-80.4% |