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 | $67,703 | $100,754-32.8% | $86,677-21.9% | $134,475-49.7% |
| Participation rate | 56.3% | 78.9%-22.7pp | 76.6%-20.3pp | 81.2%-25.0pp |
| Annual return | -17.71% | 29.04%-46.7pp | 35.91%-53.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,606 | $3,489-54.0% | $2,836-43.4% | $4,740-66.1% |
| Participant deferral / active EE | $4,404 | $5,338-17.5% | $4,656-5.4% | $6,400-31.2% |
| Admin fee / account holder | $5,365 | $10,926-50.9% | $7,493-28.4% | $11,426-53.0% |