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 | $98,325 | $95,193+3.3% | $76,523+28.5% | $135,375-27.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -7.02% | 4.85%-11.9pp | -0.27%-6.7pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,181 | $3,302-33.9% | $2,647-17.6% | $4,779-54.4% |
| Participant deferral / active EE | $5,323 | $4,639+14.7% | $3,835+38.8% | $5,609-5.1% |
| Admin fee / account holder | $3,253 | $6,249-47.9% | $4,848-32.9% | $10,827-70.0% |