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 | $43,534 | $211,958-79.5% | $169,463-74.3% | $135,375-67.8% |
| Participation rate | 63.6% | 82.6%-19.0pp | 77.8%-14.1pp | 82.6%-19.0pp |
| Annual return | -7.00% | 3.26%-10.3pp | 1.83%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,931 | $5,120-62.3% | $4,159-53.6% | $4,779-59.6% |
| Participant deferral / active EE | $2,515 | $6,075-58.6% | $5,277-52.3% | $5,609-55.2% |
| Admin fee / account holder | $20,864 | $11,471+81.9% | $9,109+129.0% | $10,827+92.7% |