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 | $56,103 | $133,958-58.1% | $112,228-50.0% | $134,475-58.3% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -17.12% | 47.11%-64.2pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,038 | $4,038-74.3% | $3,635-71.5% | $4,740-78.1% |
| Participant deferral / active EE | $3,856 | $5,291-27.1% | $4,728-18.4% | $6,400-39.7% |
| Admin fee / account holder | $96,845 | $7,489+1193.2% | $6,410+1410.8% | $11,426+747.6% |