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 | $60,347 | $211,958-71.5% | $169,463-64.4% | $135,375-55.4% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -6.37% | 3.26%-9.6pp | 1.83%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,135 | $5,120-58.3% | $4,159-48.7% | $4,779-55.3% |
| Participant deferral / active EE | $3,256 | $6,075-46.4% | $5,277-38.3% | $5,609-42.0% |
| Admin fee / account holder | $9,910 | $11,471-13.6% | $9,109+8.8% | $10,827-8.5% |