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 | $66,013 | $167,484-60.6% | $151,611-56.5% | $134,475-50.9% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -13.82% | 7.80%-21.6pp | 3.33%-17.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,212 | $6,829-67.6% | $6,166-64.1% | $4,740-53.3% |
| Participant deferral / active EE | $8,698 | $8,986-3.2% | $8,363+4.0% | $6,400+35.9% |
| Admin fee / account holder | $29,603 | $13,783+114.8% | $11,616+154.8% | $11,426+159.1% |