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 | $65,745 | $167,484-60.7% | $151,611-56.6% | $134,475-51.1% |
| Participation rate | 52.2% | 88.4%-36.2pp | 87.5%-35.3pp | 81.2%-29.0pp |
| Annual return | -11.03% | 7.80%-18.8pp | 3.33%-14.4pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,288 | $6,829-66.5% | $6,166-62.9% | $4,740-51.7% |
| Participant deferral / active EE | $6,739 | $8,986-25.0% | $8,363-19.4% | $6,400+5.3% |
| Admin fee / account holder | $7,674 | $13,783-44.3% | $11,616-33.9% | $11,426-32.8% |