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 | $60,598 | $133,958-54.8% | $112,228-46.0% | $134,475-54.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -15.59% | 47.11%-62.7pp | 27.45%-43.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,363 | $4,038-66.2% | $3,635-62.5% | $4,740-71.2% |
| Participant deferral / active EE | $4,158 | $5,291-21.4% | $4,728-12.1% | $6,400-35.0% |
| Admin fee / account holder | $32,533 | $7,489+334.4% | $6,410+407.5% | $11,426+184.7% |