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 | $82,447 | $53,162+55.1% | $91,220-9.6% | $68,494+20.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 73.2%-48.2pp | 67.9%-42.9pp |
| Annual return | -15.74% | -3.14%-12.6pp | 114.01%-129.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,563 | $1,709-8.6% | $2,850-45.2% | $2,596-39.8% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,879 | $4,493+8.6% | $5,420-10.0% | $5,403-9.7% |