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 | $54,393 | $95,862-43.3% | $79,550-31.6% | $134,475-59.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | 1.77% | -2.69%+4.5pp | 0.16%+1.6pp | 417.96%-416.2pp |
| Employer contribution / active EE | $3,051 | $3,128-2.5% | $2,413+26.4% | $4,740-35.6% |
| Participant deferral / active EE | $4,453 | $4,693-5.1% | $3,985+11.7% | $6,400-30.4% |
| Admin fee / account holder | $21,213 | $9,126+132.4% | $6,832+210.5% | $11,426+85.7% |