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 | $122,498 | $211,958-42.2% | $169,463-27.7% | $135,375-9.5% |
| Participation rate | 65.2% | 82.6%-17.4pp | 77.8%-12.6pp | 82.6%-17.4pp |
| Annual return | -3.62% | 3.26%-6.9pp | 1.83%-5.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,669 | $5,120-47.9% | $4,159-35.8% | $4,779-44.2% |
| Participant deferral / active EE | $5,359 | $6,075-11.8% | $5,277+1.6% | $5,609-4.4% |
| Admin fee / account holder | $47,819 | $11,471+316.9% | $9,109+425.0% | $10,827+341.7% |