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 | $61,214 | $211,958-71.1% | $169,463-63.9% | $135,375-54.8% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -6.53% | 3.26%-9.8pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,596 | $5,120-68.8% | $4,159-61.6% | $4,779-66.6% |
| Participant deferral / active EE | $4,149 | $6,075-31.7% | $5,277-21.4% | $5,609-26.0% |
| Admin fee / account holder | $817 | $11,471-92.9% | $9,109-91.0% | $10,827-92.5% |