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 | $39,568 | $167,307-76.4% | $143,757-72.5% | $134,475-70.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -8.50% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $1,355 | $5,619-75.9% | $4,951-72.6% | $4,740-71.4% |
| Participant deferral / active EE | $4,777 | $6,446-25.9% | $5,637-15.2% | $6,400-25.3% |
| Admin fee / account holder | $1,055 | $18,088-94.2% | $14,673-92.8% | $11,426-90.8% |