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 | $108,059 | $211,958-49.0% | $169,463-36.2% | $135,375-20.2% |
| Participation rate | 56.3% | 82.6%-26.4pp | 77.8%-21.5pp | 82.6%-26.4pp |
| Annual return | -7.30% | 3.26%-10.6pp | 1.83%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $856 | $5,120-83.3% | $4,159-79.4% | $4,779-82.1% |
| Participant deferral / active EE | $3,407 | $6,075-43.9% | $5,277-35.4% | $5,609-39.3% |
| Admin fee / account holder | $4,187 | $11,471-63.5% | $9,109-54.0% | $10,827-61.3% |