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 | $75,728 | $95,862-21.0% | $79,550-4.8% | $134,475-43.7% |
| Participation rate | 40.9% | 75.0%-34.1pp | 69.5%-28.6pp | 81.2%-40.3pp |
| Annual return | -16.23% | -2.69%-13.5pp | 0.16%-16.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,414 | $3,128-54.8% | $2,413-41.4% | $4,740-70.2% |
| Participant deferral / active EE | $2,887 | $4,693-38.5% | $3,985-27.6% | $6,400-54.9% |
| Admin fee / account holder | $5,144 | $9,126-43.6% | $6,832-24.7% | $11,426-55.0% |