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 | $131,151 | $95,193+37.8% | $76,523+71.4% | $135,375-3.1% |
| Participation rate | 36.8% | 74.4%-37.5pp | 68.0%-31.2pp | 82.6%-45.8pp |
| Annual return | -4.65% | 4.85%-9.5pp | -0.27%-4.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,672 | $3,302-49.4% | $2,647-36.8% | $4,779-65.0% |
| Participant deferral / active EE | $4,284 | $4,639-7.7% | $3,835+11.7% | $5,609-23.6% |
| Admin fee / account holder | $605 | $6,249-90.3% | $4,848-87.5% | $10,827-94.4% |