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 | $163,252 | $97,044+68.2% | $83,333+95.9% | $135,375+20.6% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -6.81% | 12.31%-19.1pp | 10.63%-17.4pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,597 | $4,143-61.4% | $3,379-52.7% | $4,779-66.6% |
| Participant deferral / active EE | $3,355 | $5,964-43.7% | $5,565-39.7% | $5,609-40.2% |
| Admin fee / account holder | $1,124 | $8,380-86.6% | $7,510-85.0% | $10,827-89.6% |