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 | $162,000 | $90,519+79.0% | $93,789+72.7% | $134,475+20.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | -11.76% | -15.72%+4.0pp | -11.33%-0.4pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,703 | $4,343-37.8% | $4,323-37.5% | $4,740-43.0% |
| Participant deferral / active EE | $5,928 | $5,978-0.8% | $6,094-2.7% | $6,400-7.4% |
| Admin fee / account holder | $2,463 | $9,252-73.4% | $7,195-65.8% | $11,426-78.4% |