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 | $105,288 | $167,307-37.1% | $143,757-26.8% | $134,475-21.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -11.44% | 0.46%-11.9pp | -0.04%-11.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $4,200 | $5,619-25.3% | $4,951-15.2% | $4,740-11.4% |
| Participant deferral / active EE | $4,250 | $6,446-34.1% | $5,637-24.6% | $6,400-33.6% |
| Admin fee / account holder | $1,372 | $18,088-92.4% | $14,673-90.6% | $11,426-88.0% |