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 | $76,284 | $90,590-15.8% | $90,782-16.0% | $135,375-43.6% |
| Participation rate | 40.0% | 83.7%-43.7pp | 82.7%-42.7pp | 82.6%-42.6pp |
| Annual return | -8.26% | -3.40%-4.9pp | -3.42%-4.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,308 | $4,352-69.9% | $4,105-68.1% | $4,779-72.6% |
| Participant deferral / active EE | $6,435 | $5,407+19.0% | $5,366+19.9% | $5,609+14.7% |
| Admin fee / account holder | $33,865 | $7,683+340.8% | $5,908+473.2% | $10,827+212.8% |