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 | $55,858 | $167,307-66.6% | $143,757-61.1% | $134,475-58.5% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -15.51% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,290 | $5,619-77.0% | $4,951-73.9% | $4,740-72.8% |
| Participant deferral / active EE | $4,055 | $6,446-37.1% | $5,637-28.1% | $6,400-36.6% |
| Admin fee / account holder | $929 | $18,088-94.9% | $14,673-93.7% | $11,426-91.9% |