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 | $91,670 | $211,958-56.8% | $169,463-45.9% | $135,375-32.3% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -5.06% | 3.26%-8.3pp | 1.83%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $9,769 | $5,120+90.8% | $4,159+134.9% | $4,779+104.4% |
| Participant deferral / active EE | $4,439 | $6,075-26.9% | $5,277-15.9% | $5,609-20.8% |
| Admin fee / account holder | $12,073 | $11,471+5.3% | $9,109+32.5% | $10,827+11.5% |