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 | $66,152 | $167,307-60.5% | $143,757-54.0% | $134,475-50.8% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -17.46% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,397 | $5,619-75.1% | $4,951-71.8% | $4,740-70.5% |
| Participant deferral / active EE | $6,735 | $6,446+4.5% | $5,637+19.5% | $6,400+5.2% |
| Admin fee / account holder | $9,443 | $18,088-47.8% | $14,673-35.6% | $11,426-17.4% |