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 | $61,775 | $142,344-56.6% | $119,609-48.4% | $134,475-54.1% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -7.14% | -12.44%+5.3pp | -14.97%+7.8pp | 417.96%-425.1pp |
| Employer contribution / active EE | $1,714 | $5,222-67.2% | $4,232-59.5% | $4,740-63.8% |
| Participant deferral / active EE | $2,621 | $6,469-59.5% | $5,602-53.2% | $6,400-59.0% |
| Admin fee / account holder | $1,456 | $13,584-89.3% | $10,323-85.9% | $11,426-87.3% |