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 | $65,318 | $99,032-34.0% | $80,019-18.4% | $135,375-51.8% |
| Participation rate | 63.6% | 78.4%-14.7pp | 75.8%-12.2pp | 82.6%-19.0pp |
| Annual return | -6.94% | 15.39%-22.3pp | 11.22%-18.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,187 | $3,043-61.0% | $2,468-51.9% | $4,779-75.2% |
| Participant deferral / active EE | $3,800 | $4,282-11.3% | $3,686+3.1% | $5,609-32.2% |
| Admin fee / account holder | $2,724 | $10,436-73.9% | $6,521-58.2% | $10,827-74.8% |