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 | $92,903 | $129,942-28.5% | $104,294-10.9% | $134,475-30.9% |
| Participation rate | 37.5% | 79.5%-42.0pp | 73.3%-35.8pp | 81.2%-43.7pp |
| Annual return | -13.19% | 42.03%-55.2pp | 24.61%-37.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,012 | $4,184-75.8% | $3,372-70.0% | $4,740-78.7% |
| Participant deferral / active EE | $4,487 | $5,588-19.7% | $4,625-3.0% | $6,400-29.9% |
| Admin fee / account holder | $6,170 | $9,323-33.8% | $7,339-15.9% | $11,426-46.0% |