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 | $92,968 | $142,344-34.7% | $119,609-22.3% | $134,475-30.9% |
| Participation rate | 60.9% | 82.8%-21.9pp | 79.3%-18.4pp | 81.2%-20.4pp |
| Annual return | -13.41% | -12.44%-1.0pp | -14.97%+1.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,653 | $5,222-68.3% | $4,232-60.9% | $4,740-65.1% |
| Participant deferral / active EE | $4,095 | $6,469-36.7% | $5,602-26.9% | $6,400-36.0% |
| Admin fee / account holder | $27,593 | $13,584+103.1% | $10,323+167.3% | $11,426+141.5% |