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 | $136,686 | $82,286+66.1% | $68,791+98.7% | $134,475+1.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -20.35% | -2.19%-18.2pp | -6.38%-14.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,596 | $3,301-51.7% | $2,655-39.9% | $4,740-66.3% |
| Participant deferral / active EE | $3,124 | $4,739-34.1% | $3,941-20.7% | $6,400-51.2% |
| Admin fee / account holder | $2,175 | $6,481-66.4% | $4,932-55.9% | $11,426-81.0% |