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 | $86,371 | $147,167-41.3% | $111,392-22.5% | $135,375-36.2% |
| Participation rate | 16.7% | 84.0%-67.4pp | 78.9%-62.2pp | 82.6%-66.0pp |
| Annual return | -7.01% | -4.44%-2.6pp | -2.06%-4.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,596 | $5,204-69.3% | $4,328-63.1% | $4,779-66.6% |
| Participant deferral / active EE | $3,603 | $6,565-45.1% | $5,567-35.3% | $5,609-35.8% |
| Admin fee / account holder | $45,289 | $20,270+123.4% | $12,266+269.2% | $10,827+318.3% |