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 | $73,461 | $95,862-23.4% | $79,550-7.7% | $134,475-45.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -13.17% | -2.69%-10.5pp | 0.16%-13.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,011 | $3,128-67.7% | $2,413-58.1% | $4,740-78.7% |
| Participant deferral / active EE | $1,898 | $4,693-59.5% | $3,985-52.4% | $6,400-70.3% |
| Admin fee / account holder | $6,325 | $9,126-30.7% | $6,832-7.4% | $11,426-44.6% |