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 | $18,502 | $95,193-80.6% | $76,523-75.8% | $135,375-86.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -8.13% | 4.85%-13.0pp | -0.27%-7.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,428 | $3,302-56.7% | $2,647-46.0% | $4,779-70.1% |
| Participant deferral / active EE | $9,325 | $4,639+101.0% | $3,835+143.1% | $5,609+66.3% |
| Admin fee / account holder | $7,238 | $6,249+15.8% | $4,848+49.3% | $10,827-33.2% |