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 | $82,362 | $167,307-50.8% | $143,757-42.7% | $134,475-38.8% |
| Participation rate | 45.8% | 84.8%-39.0pp | 80.3%-34.5pp | 81.2%-35.4pp |
| Annual return | -16.74% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,386 | $5,619-57.5% | $4,951-51.8% | $4,740-49.7% |
| Participant deferral / active EE | $4,628 | $6,446-28.2% | $5,637-17.9% | $6,400-27.7% |
| Admin fee / account holder | $82,706 | $18,088+357.2% | $14,673+463.7% | $11,426+623.8% |