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 | $70,726 | $86,699-18.4% | $73,307-3.5% | $125,391-43.6% |
| Participation rate | 66.7% | 78.6%-12.0pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | -1.64% | 2.78%-4.4pp | 5.67%-7.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $5,504 | $4,152+32.6% | $3,237+70.0% | $4,866+13.1% |
| Participant deferral / active EE | $2,452 | $5,550-55.8% | $4,991-50.9% | $5,352-54.2% |
| Admin fee / account holder | $3,326 | $7,771-57.2% | $5,637-41.0% | $9,540-65.1% |