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 | $55,571 | $142,344-61.0% | $119,609-53.5% | $134,475-58.7% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -17.97% | -12.44%-5.5pp | -14.97%-3.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,097 | $5,222-59.8% | $4,232-50.4% | $4,740-55.8% |
| Participant deferral / active EE | $11,997 | $6,469+85.4% | $5,602+114.2% | $6,400+87.5% |
| Admin fee / account holder | $105,145 | $13,584+674.0% | $10,323+918.5% | $11,426+820.2% |