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 | $74,751 | $127,386-41.3% | $115,037-35.0% | $125,391-40.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.13% | 31.28%-32.4pp | 26.14%-27.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,289 | $5,166-55.7% | $4,608-50.3% | $4,866-53.0% |
| Participant deferral / active EE | $10,515 | $6,423+63.7% | $6,026+74.5% | $5,352+96.5% |
| Admin fee / account holder | $673 | $9,516-92.9% | $8,175-91.8% | $9,540-93.0% |