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 | $242,731 | $61,660+293.7% | $80,019+203.3% | $64,186+278.2% |
| Participation rate | 69.6% | 71.7%-2.1pp | 75.8%-6.3pp | 69.6%0pp |
| Annual return | -5.72% | -0.33%-5.4pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,100 | $2,968+71.9% | $3,686+38.4% | $3,470+47.0% |
| Admin fee / account holder | $3,932 | $5,417-27.4% | $6,521-39.7% | $4,888-19.6% |