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 | $25,496 | $49,177-48.2% | $79,464-67.9% | $64,186-60.3% |
| Participation rate | 59.6% | 65.0%-5.5pp | 73.3%-13.8pp | 69.6%-10.0pp |
| Annual return | -3.74% | -1.16%-2.6pp | 718.14%-721.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,380 | $2,076-33.5% | $2,800-50.7% | $2,381-42.0% |
| Participant deferral / active EE | $3,491 | $2,821+23.7% | $3,704-5.8% | $3,470+0.6% |
| Admin fee / account holder | $5,510 | $3,839+43.5% | $5,113+7.8% | $4,888+12.7% |