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 | $90,862 | $167,307-45.7% | $143,757-36.8% | $134,475-32.4% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | -17.79% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,758 | $5,619-50.9% | $4,951-44.3% | $4,740-41.8% |
| Participant deferral / active EE | $4,456 | $6,446-30.9% | $5,637-21.0% | $6,400-30.4% |
| Admin fee / account holder | $995 | $18,088-94.5% | $14,673-93.2% | $11,426-91.3% |