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 | $99,278 | $142,344-30.3% | $119,609-17.0% | $134,475-26.2% |
| Participation rate | 69.6% | 82.8%-13.3pp | 79.3%-9.7pp | 81.2%-11.7pp |
| Annual return | -15.58% | -12.44%-3.1pp | -14.97%-0.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,419 | $5,222-72.8% | $4,232-66.5% | $4,740-70.1% |
| Participant deferral / active EE | $4,070 | $6,469-37.1% | $5,602-27.3% | $6,400-36.4% |
| Admin fee / account holder | $1,665 | $13,584-87.7% | $10,323-83.9% | $11,426-85.4% |