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 | $90,801 | $211,958-57.2% | $169,463-46.4% | $135,375-32.9% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -1.16% | 3.26%-4.4pp | 1.83%-3.0pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,517 | $5,120-50.8% | $4,159-39.5% | $4,779-47.3% |
| Participant deferral / active EE | $4,320 | $6,075-28.9% | $5,277-18.1% | $5,609-23.0% |
| Admin fee / account holder | $30,962 | $11,471+169.9% | $9,109+239.9% | $10,827+186.0% |