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 | $91,688 | $167,484-45.3% | $151,611-39.5% | $134,475-31.8% |
| Participation rate | 52.2% | 88.4%-36.2pp | 87.5%-35.3pp | 81.2%-29.0pp |
| Annual return | -20.35% | 7.80%-28.1pp | 3.33%-23.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,216 | $6,829-52.9% | $6,166-47.8% | $4,740-32.2% |
| Participant deferral / active EE | $6,522 | $8,986-27.4% | $8,363-22.0% | $6,400+1.9% |
| Admin fee / account holder | $3,876 | $13,783-71.9% | $11,616-66.6% | $11,426-66.1% |