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 | $63,263 | $95,862-34.0% | $79,550-20.5% | $134,475-53.0% |
| Participation rate | 64.3% | 75.0%-10.7pp | 69.5%-5.2pp | 81.2%-16.9pp |
| Annual return | -17.14% | -2.69%-14.5pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,912 | $3,128-38.9% | $2,413-20.8% | $4,740-59.7% |
| Participant deferral / active EE | $6,727 | $4,693+43.3% | $3,985+68.8% | $6,400+5.1% |
| Admin fee / account holder | $7,526 | $9,126-17.5% | $6,832+10.2% | $11,426-34.1% |