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 | $94,460 | $95,862-1.5% | $79,550+18.7% | $134,475-29.8% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -17.28% | -2.69%-14.6pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,112 | $3,128-64.4% | $2,413-53.9% | $4,740-76.5% |
| Participant deferral / active EE | $2,599 | $4,693-44.6% | $3,985-34.8% | $6,400-59.4% |
| Admin fee / account holder | $9,415 | $9,126+3.2% | $6,832+37.8% | $11,426-17.6% |