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 | $130,268 | $167,307-22.1% | $143,757-9.4% | $134,475-3.1% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -14.16% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,354 | $5,619-75.9% | $4,951-72.7% | $4,740-71.4% |
| Participant deferral / active EE | $4,247 | $6,446-34.1% | $5,637-24.7% | $6,400-33.6% |
| Admin fee / account holder | $1,915 | $18,088-89.4% | $14,673-86.9% | $11,426-83.2% |