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 | $113,911 | $58,577+94.5% | $83,333+36.7% | $64,186+77.5% |
| Participation rate | 62.5% | 72.0%-9.5pp | 77.8%-15.3pp | 69.6%-7.1pp |
| Annual return | -5.28% | 9.65%-14.9pp | 10.63%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,708 | $4,654-20.3% | $5,565-33.4% | $3,470+6.9% |
| Admin fee / account holder | $1,594 | $9,275-82.8% | $7,510-78.8% | $4,888-67.4% |