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 | $116,280 | $142,344-18.3% | $119,609-2.8% | $134,475-13.5% |
| Participation rate | 30.0% | 82.8%-52.8pp | 79.3%-49.3pp | 81.2%-51.2pp |
| Annual return | -13.37% | -12.44%-0.9pp | -14.97%+1.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,778 | $5,222-27.7% | $4,232-10.7% | $4,740-20.3% |
| Participant deferral / active EE | $7,377 | $6,469+14.0% | $5,602+31.7% | $6,400+15.3% |
| Admin fee / account holder | $4,566 | $13,584-66.4% | $10,323-55.8% | $11,426-60.0% |