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 | $94,616 | $95,862-1.3% | $79,550+18.9% | $134,475-29.6% |
| Participation rate | 59.1% | 75.0%-15.9pp | 69.5%-10.4pp | 81.2%-22.1pp |
| Annual return | -15.67% | -2.69%-13.0pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,599 | $3,128-48.9% | $2,413-33.7% | $4,740-66.3% |
| Participant deferral / active EE | $4,276 | $4,693-8.9% | $3,985+7.3% | $6,400-33.2% |
| Admin fee / account holder | $1,127 | $9,126-87.7% | $6,832-83.5% | $11,426-90.1% |