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 | $34,010 | $95,193-64.3% | $76,523-55.6% | $135,375-74.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -6.19% | 4.85%-11.0pp | -0.27%-5.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,491 | $3,302+36.0% | $2,647+69.7% | $4,779-6.0% |
| Participant deferral / active EE | $7,071 | $4,639+52.4% | $3,835+84.4% | $5,609+26.1% |
| Admin fee / account holder | $11,432 | $6,249+83.0% | $4,848+135.8% | $10,827+5.6% |