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 | $65,214 | $95,862-32.0% | $79,550-18.0% | $134,475-51.5% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -16.82% | -2.69%-14.1pp | 0.16%-17.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,049 | $3,128-66.5% | $2,413-56.5% | $4,740-77.9% |
| Participant deferral / active EE | $1,911 | $4,693-59.3% | $3,985-52.0% | $6,400-70.1% |
| Admin fee / account holder | $4,299 | $9,126-52.9% | $6,832-37.1% | $11,426-62.4% |