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 | $125,303 | $167,307-25.1% | $143,757-12.8% | $134,475-6.8% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -16.25% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $6,301 | $5,619+12.1% | $4,951+27.3% | $4,740+32.9% |
| Participant deferral / active EE | $6,392 | $6,446-0.8% | $5,637+13.4% | $6,400-0.1% |
| Admin fee / account holder | $9,989 | $18,088-44.8% | $14,673-31.9% | $11,426-12.6% |