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 | $94,247 | $91,538+3.0% | $129,995-27.5% | $75,163+25.4% |
| Participation rate | 59.5% | 71.4%-11.9pp | 78.5%-19.0pp | 67.2%-7.7pp |
| Annual return | 17.14% | -631.11%+648.3pp | -137.18%+154.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,497 | $2,845-12.2% | $4,320-42.2% | $2,670-6.5% |
| Participant deferral / active EE | $5,143 | $4,341+18.5% | $5,820-11.6% | $4,125+24.7% |
| Admin fee / account holder | $1,638 | $6,790-75.9% | $10,614-84.6% | $5,651-71.0% |