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 | $83,943 | $142,344-41.0% | $119,609-29.8% | $134,475-37.6% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | 4.09% | -12.44%+16.5pp | -14.97%+19.1pp | 417.96%-413.9pp |
| Employer contribution / active EE | $2,439 | $5,222-53.3% | $4,232-42.4% | $4,740-48.5% |
| Participant deferral / active EE | $3,424 | $6,469-47.1% | $5,602-38.9% | $6,400-46.5% |
| Admin fee / account holder | $11,236 | $13,584-17.3% | $10,323+8.8% | $11,426-1.7% |