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 | $97,500 | $73,867+32.0% | $143,757-32.2% | $68,494+42.3% |
| Participation rate | 39.3% | 66.7%-27.4pp | 80.3%-41.0pp | 67.9%-28.6pp |
| Annual return | -16.27% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $723 | $3,184-77.3% | $4,951-85.4% | $2,596-72.1% |
| Participant deferral / active EE | $2,332 | $3,384-31.1% | $5,637-58.6% | $4,027-42.1% |
| Admin fee / account holder | $5,872 | $5,755+2.0% | $14,673-60.0% | $5,403+8.7% |