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 | $101,915 | $77,813+31.0% | $123,544-17.5% | $64,186+58.8% |
| Participation rate | 52.5% | 74.7%-22.2pp | 82.3%-29.8pp | 69.6%-17.1pp |
| Annual return | -4.91% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,303 | $5,240+20.3% | $6,426-1.9% | $3,470+81.7% |
| Admin fee / account holder | $9,084 | $5,519+64.6% | $9,284-2.2% | $4,888+85.8% |