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 | $185,717 | $87,540+112.2% | $75,781+145.1% | $125,391+48.1% |
| Participation rate | 60.9% | 80.2%-19.3pp | 75.8%-14.9pp | 83.2%-22.3pp |
| Annual return | -0.59% | 13.48%-14.1pp | 9.68%-10.3pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,524 | $3,930-61.2% | $3,323-54.1% | $4,866-68.7% |
| Participant deferral / active EE | $3,540 | $4,229-16.3% | $3,651-3.0% | $5,352-33.8% |
| Admin fee / account holder | $2,295 | $6,502-64.7% | $5,299-56.7% | $9,540-75.9% |