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 | $79,784 | $167,307-52.3% | $143,757-44.5% | $134,475-40.7% |
| Participation rate | 63.2% | 84.8%-21.7pp | 80.3%-17.1pp | 81.2%-18.1pp |
| Annual return | -18.75% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,331 | $5,619-76.3% | $4,951-73.1% | $4,740-71.9% |
| Participant deferral / active EE | $3,445 | $6,446-46.6% | $5,637-38.9% | $6,400-46.2% |
| Admin fee / account holder | $697 | $18,088-96.1% | $14,673-95.3% | $11,426-93.9% |