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 | $69,540 | $112,300-38.1% | $90,223-22.9% | $125,391-44.5% |
| Participation rate | 68.4% | 82.9%-14.5pp | 79.0%-10.6pp | 83.2%-14.8pp |
| Annual return | 2.10% | -0.57%+2.7pp | 1.31%+0.8pp | 282.22%-280.1pp |
| Employer contribution / active EE | $3,873 | $5,181-25.3% | $4,378-11.6% | $4,866-20.4% |
| Participant deferral / active EE | $5,744 | $6,733-14.7% | $5,792-0.8% | $5,352+7.3% |
| Admin fee / account holder | $15,808 | $10,990+43.9% | $7,406+113.5% | $9,540+65.7% |