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 | $83,040 | $94,529-12.2% | $140,016-40.7% | $64,186+29.4% |
| Participation rate | 55.6% | 84.1%-28.5pp | 87.5%-31.9pp | 69.6%-14.0pp |
| Annual return | -2.63% | 7.77%-10.4pp | 651.12%-653.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,676 | $3,812-29.8% | $5,606-52.3% | $2,381+12.4% |
| Participant deferral / active EE | $5,655 | $5,250+7.7% | $6,927-18.4% | $3,470+63.0% |
| Admin fee / account holder | $1,225 | $6,741-81.8% | $10,705-88.6% | $4,888-74.9% |