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 | $212,977 | $142,344+49.6% | $119,609+78.1% | $134,475+58.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.41% | -12.44%-3.0pp | -14.97%-0.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,772 | $5,222-66.1% | $4,232-58.1% | $4,740-62.6% |
| Participant deferral / active EE | $4,635 | $6,469-28.3% | $5,602-17.3% | $6,400-27.6% |
| Admin fee / account holder | $1,281 | $13,584-90.6% | $10,323-87.6% | $11,426-88.8% |