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 | $71,114 | $211,958-66.4% | $169,463-58.0% | $135,375-47.5% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -7.81% | 3.26%-11.1pp | 1.83%-9.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,657 | $5,120-48.1% | $4,159-36.1% | $4,779-44.4% |
| Participant deferral / active EE | $2,746 | $6,075-54.8% | $5,277-48.0% | $5,609-51.0% |
| Admin fee / account holder | $13,346 | $11,471+16.3% | $9,109+46.5% | $10,827+23.3% |