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 | $44,190 | $94,529-53.3% | $140,016-68.4% | $64,186-31.2% |
| Participation rate | 53.3% | 84.1%-30.8pp | 87.5%-34.2pp | 69.6%-16.2pp |
| Annual return | -4.77% | 7.77%-12.5pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,479 | $3,812-35.0% | $5,606-55.8% | $2,381+4.1% |
| Participant deferral / active EE | $3,135 | $5,250-40.3% | $6,927-54.7% | $3,470-9.6% |
| Admin fee / account holder | $4,457 | $6,741-33.9% | $10,705-58.4% | $4,888-8.8% |