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 | $54,438 | $142,344-61.8% | $119,609-54.5% | $134,475-59.5% |
| Participation rate | 65.2% | 82.8%-17.6pp | 79.3%-14.0pp | 81.2%-16.0pp |
| Annual return | -18.04% | -12.44%-5.6pp | -14.97%-3.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,572 | $5,222-50.8% | $4,232-39.2% | $4,740-45.7% |
| Participant deferral / active EE | $5,318 | $6,469-17.8% | $5,602-5.1% | $6,400-16.9% |
| Admin fee / account holder | $4,771 | $13,584-64.9% | $10,323-53.8% | $11,426-58.2% |