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 | $26,053 | $167,484-84.4% | $151,611-82.8% | $134,475-80.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -16.22% | 7.80%-24.0pp | 3.33%-19.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,241 | $6,829-67.2% | $6,166-63.7% | $4,740-52.7% |
| Participant deferral / active EE | $4,468 | $8,986-50.3% | $8,363-46.6% | $6,400-30.2% |
| Admin fee / account holder | $7,697 | $13,783-44.2% | $11,616-33.7% | $11,426-32.6% |