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 | $92,702 | $142,344-34.9% | $119,609-22.5% | $134,475-31.1% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -16.73% | -12.44%-4.3pp | -14.97%-1.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,504 | $5,222-32.9% | $4,232-17.2% | $4,740-26.1% |
| Participant deferral / active EE | $3,362 | $6,469-48.0% | $5,602-40.0% | $6,400-47.5% |
| Admin fee / account holder | $37,316 | $13,584+174.7% | $10,323+261.5% | $11,426+226.6% |