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 | $59,458 | $91,911-35.3% | $68,793-13.6% | $135,375-56.1% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | 7.00% | -8.22%+15.2pp | -4.63%+11.6pp | 519.73%-512.7pp |
| Employer contribution / active EE | $1,703 | $3,924-56.6% | $2,625-35.1% | $4,779-64.4% |
| Participant deferral / active EE | $4,395 | $4,315+1.9% | $3,311+32.7% | $5,609-21.6% |
| Admin fee / account holder | $31,757 | $9,240+243.7% | $5,131+519.0% | $10,827+193.3% |