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 | $71,013 | $97,044-26.8% | $83,333-14.8% | $135,375-47.5% |
| Participation rate | 57.1% | 80.4%-23.3pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -1.27% | 12.31%-13.6pp | 10.63%-11.9pp | 519.73%-521.0pp |
| Employer contribution / active EE | $1,757 | $4,143-57.6% | $3,379-48.0% | $4,779-63.2% |
| Participant deferral / active EE | $8,317 | $5,964+39.4% | $5,565+49.5% | $5,609+48.3% |
| Admin fee / account holder | $59,526 | $8,380+610.4% | $7,510+692.6% | $10,827+449.8% |