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 | $15,764 | $85,790-81.6% | $67,313-76.6% | $135,375-88.4% |
| Participation rate | 54.5% | 76.5%-21.9pp | 69.1%-14.5pp | 82.6%-28.1pp |
| Annual return | -6.62% | -0.54%-6.1pp | -4.08%-2.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,303 | $3,487-62.6% | $2,566-49.2% | $4,779-72.7% |
| Participant deferral / active EE | $2,696 | $4,651-42.0% | $3,568-24.4% | $5,609-51.9% |
| Admin fee / account holder | $4,272 | $6,392-33.2% | $4,507-5.2% | $10,827-60.5% |