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 | $81,945 | $95,862-14.5% | $79,550+3.0% | $134,475-39.1% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -12.96% | -2.69%-10.3pp | 0.16%-13.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,421 | $3,128-54.6% | $2,413-41.1% | $4,740-70.0% |
| Participant deferral / active EE | $1,823 | $4,693-61.2% | $3,985-54.3% | $6,400-71.5% |
| Admin fee / account holder | $3,631 | $9,126-60.2% | $6,832-46.9% | $11,426-68.2% |