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 | $73,361 | $167,307-56.2% | $143,757-49.0% | $134,475-45.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.79% | 0.46%-20.3pp | -0.04%-19.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,316 | $5,619-76.6% | $4,951-73.4% | $4,740-72.2% |
| Participant deferral / active EE | $3,328 | $6,446-48.4% | $5,637-41.0% | $6,400-48.0% |
| Admin fee / account holder | $2,259 | $18,088-87.5% | $14,673-84.6% | $11,426-80.2% |