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 | $89,791 | $142,344-36.9% | $119,609-24.9% | $134,475-33.2% |
| Participation rate | 56.3% | 82.8%-26.6pp | 79.3%-23.0pp | 81.2%-25.0pp |
| Annual return | -12.59% | -12.44%-0.2pp | -14.97%+2.4pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,446 | $5,222-53.2% | $4,232-42.2% | $4,740-48.4% |
| Participant deferral / active EE | $2,544 | $6,469-60.7% | $5,602-54.6% | $6,400-60.3% |
| Admin fee / account holder | $7,881 | $13,584-42.0% | $10,323-23.7% | $11,426-31.0% |