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 | $73,684 | $211,958-65.2% | $169,463-56.5% | $135,375-45.6% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -4.64% | 3.26%-7.9pp | 1.83%-6.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,315 | $5,120-74.3% | $4,159-68.4% | $4,779-72.5% |
| Participant deferral / active EE | $2,448 | $6,075-59.7% | $5,277-53.6% | $5,609-56.4% |
| Admin fee / account holder | $865 | $11,471-92.5% | $9,109-90.5% | $10,827-92.0% |