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 | $214,819 | $211,958+1.3% | $169,463+26.8% | $135,375+58.7% |
| Participation rate | 68.8% | 82.6%-13.9pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | -7.66% | 3.26%-10.9pp | 1.83%-9.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,662 | $5,120-67.5% | $4,159-60.0% | $4,779-65.2% |
| Participant deferral / active EE | $4,799 | $6,075-21.0% | $5,277-9.1% | $5,609-14.4% |
| Admin fee / account holder | $2,821 | $11,471-75.4% | $9,109-69.0% | $10,827-73.9% |