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 4-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 | $130,020 | $100,754+29.0% | $86,677+50.0% | $134,475-3.3% |
| Participation rate | 61.9% | 78.9%-17.0pp | 76.6%-14.7pp | 81.2%-19.3pp |
| Annual return | -8.50% | 29.04%-37.5pp | 35.91%-44.4pp | 417.96%-426.5pp |
| Employer contribution / active EE | $1,791 | $3,489-48.7% | $2,836-36.9% | $4,740-62.2% |
| Participant deferral / active EE | $7,151 | $5,338+34.0% | $4,656+53.6% | $6,400+11.7% |
| Admin fee / account holder | $60,723 | $10,926+455.8% | $7,493+710.4% | $11,426+431.5% |