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 | $91,817 | $167,307-45.1% | $143,757-36.1% | $134,475-31.7% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -18.83% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,817 | $5,619-67.7% | $4,951-63.3% | $4,740-61.7% |
| Participant deferral / active EE | $4,212 | $6,446-34.6% | $5,637-25.3% | $6,400-34.2% |
| Admin fee / account holder | $3,383 | $18,088-81.3% | $14,673-76.9% | $11,426-70.4% |