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 | $76,986 | $105,860-27.3% | $90,749-15.2% | $134,475-42.8% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -16.97% | -11.01%-6.0pp | -12.16%-4.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,732 | $3,462-50.0% | $2,921-40.7% | $4,740-63.5% |
| Participant deferral / active EE | $2,452 | $5,216-53.0% | $4,564-46.3% | $6,400-61.7% |
| Admin fee / account holder | $3,990 | $13,938-71.4% | $8,445-52.7% | $11,426-65.1% |