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 | $82,627 | $91,538-9.7% | $129,995-36.4% | $75,163+9.9% |
| Participation rate | 27.7% | 71.4%-43.8pp | 78.5%-50.8pp | 67.2%-39.5pp |
| Annual return | 21.43% | -631.11%+652.5pp | -137.18%+158.6pp | 160.62%-139.2pp |
| Employer contribution / active EE | $960 | $2,845-66.2% | $4,320-77.8% | $2,670-64.0% |
| Participant deferral / active EE | $2,368 | $4,341-45.5% | $5,820-59.3% | $4,125-42.6% |
| Admin fee / account holder | $1,501 | $6,790-77.9% | $10,614-85.9% | $5,651-73.4% |