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 | $133,788 | $167,307-20.0% | $143,757-6.9% | $134,475-0.5% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.4pp | 81.2%-38.4pp |
| Annual return | -14.10% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,005 | $5,619-64.3% | $4,951-59.5% | $4,740-57.7% |
| Participant deferral / active EE | $2,176 | $6,446-66.2% | $5,637-61.4% | $6,400-66.0% |
| Admin fee / account holder | $4,058 | $18,088-77.6% | $14,673-72.3% | $11,426-64.5% |