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 | $98,736 | $167,307-41.0% | $143,757-31.3% | $134,475-26.6% |
| Participation rate | 61.9% | 84.8%-22.9pp | 80.3%-18.4pp | 81.2%-19.3pp |
| Annual return | -15.87% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,213 | $5,619-78.4% | $4,951-75.5% | $4,740-74.4% |
| Participant deferral / active EE | $3,407 | $6,446-47.1% | $5,637-39.6% | $6,400-46.8% |
| Admin fee / account holder | $1,863 | $18,088-89.7% | $14,673-87.3% | $11,426-83.7% |