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 | $30,519 | $158,817-80.8% | $121,196-74.8% | $135,375-77.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -6.55% | -0.64%-5.9pp | 16.93%-23.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,912 | $5,665-66.2% | $4,022-52.4% | $4,779-60.0% |
| Participant deferral / active EE | $7,912 | $4,005+97.6% | $3,344+136.6% | $5,609+41.1% |
| Admin fee / account holder | $2,265 | $6,512-65.2% | $5,019-54.9% | $10,827-79.1% |