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 | $113,200 | $82,664+36.9% | $125,339-9.7% | $68,494+65.3% |
| Participation rate | 58.8% | 75.0%-16.2pp | 82.4%-23.5pp | 67.9%-9.1pp |
| Annual return | -14.65% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,109 | $3,381-67.2% | $4,814-77.0% | $2,596-57.3% |
| Participant deferral / active EE | $5,651 | $6,110-7.5% | $7,446-24.1% | $4,027+40.3% |
| Admin fee / account holder | $13,920 | $6,275+121.8% | $10,010+39.1% | $5,403+157.7% |