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 | $89,270 | $94,529-5.6% | $140,016-36.2% | $64,186+39.1% |
| Participation rate | 59.0% | 84.1%-25.1pp | 87.5%-28.5pp | 69.6%-10.6pp |
| Annual return | -5.51% | 7.77%-13.3pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,266 | $5,250-18.7% | $6,927-38.4% | $3,470+23.0% |
| Admin fee / account holder | $1,100 | $6,741-83.7% | $10,705-89.7% | $4,888-77.5% |