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 | $71,710 | $97,044-26.1% | $83,333-13.9% | $135,375-47.0% |
| Participation rate | 65.0% | 80.4%-15.4pp | 77.8%-12.8pp | 82.6%-17.6pp |
| Annual return | -6.19% | 12.31%-18.5pp | 10.63%-16.8pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,519 | $4,143-63.3% | $3,379-55.0% | $4,779-68.2% |
| Participant deferral / active EE | $6,290 | $5,964+5.5% | $5,565+13.0% | $5,609+12.1% |
| Admin fee / account holder | $7,077 | $8,380-15.5% | $7,510-5.8% | $10,827-34.6% |