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 | $88,058 | $167,307-47.4% | $143,757-38.7% | $134,475-34.5% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -16.09% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,754 | $5,619-68.8% | $4,951-64.6% | $4,740-63.0% |
| Participant deferral / active EE | $5,502 | $6,446-14.6% | $5,637-2.4% | $6,400-14.0% |
| Admin fee / account holder | $1,775 | $18,088-90.2% | $14,673-87.9% | $11,426-84.5% |