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 | $132,063 | $167,307-21.1% | $143,757-8.1% | $134,475-1.8% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -13.27% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,348 | $5,619-58.2% | $4,951-52.6% | $4,740-50.5% |
| Participant deferral / active EE | $6,385 | $6,446-0.9% | $5,637+13.3% | $6,400-0.2% |
| Admin fee / account holder | $1,356 | $18,088-92.5% | $14,673-90.8% | $11,426-88.1% |