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 | $90,516 | $107,791-16.0% | $90,645-0.1% | $135,375-33.1% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -8.93% | -0.90%-8.0pp | 1.88%-10.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,035 | $3,018-65.7% | $2,532-59.1% | $4,779-78.3% |
| Participant deferral / active EE | $3,475 | $3,872-10.3% | $3,425+1.5% | $5,609-38.0% |
| Admin fee / account holder | $1,248 | $5,930-79.0% | $4,994-75.0% | $10,827-88.5% |