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 | $66,243 | $82,286-19.5% | $68,791-3.7% | $134,475-50.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -16.79% | -2.19%-14.6pp | -6.38%-10.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,800 | $3,301-45.5% | $2,655-32.2% | $4,740-62.0% |
| Participant deferral / active EE | $5,856 | $4,739+23.6% | $3,941+48.6% | $6,400-8.5% |
| Admin fee / account holder | $3,509 | $6,481-45.8% | $4,932-28.8% | $11,426-69.3% |