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 | $77,856 | $113,935-31.7% | $94,224-17.4% | $125,391-37.9% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -0.37% | 5.29%-5.7pp | 10.68%-11.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $911 | $4,727-80.7% | $3,587-74.6% | $4,866-81.3% |
| Participant deferral / active EE | $4,984 | $5,179-3.8% | $4,320+15.4% | $5,352-6.9% |
| Admin fee / account holder | $3,080 | $8,391-63.3% | $6,269-50.9% | $9,540-67.7% |