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 | $24,251 | $90,590-73.2% | $90,782-73.3% | $135,375-82.1% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.0pp | 82.6%-16.0pp |
| Annual return | -7.57% | -3.40%-4.2pp | -3.42%-4.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,676 | $4,352-61.5% | $4,105-59.2% | $4,779-64.9% |
| Participant deferral / active EE | $2,300 | $5,407-57.5% | $5,366-57.1% | $5,609-59.0% |
| Admin fee / account holder | $4,000 | $7,683-47.9% | $5,908-32.3% | $10,827-63.1% |