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 | $88,417 | $140,578-37.1% | $100,671-12.2% | $125,391-29.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 70.7%-4.0pp | 83.2%-16.5pp |
| Annual return | -0.78% | 24.67%-25.5pp | 20.43%-21.2pp | 282.22%-283.0pp |
| Employer contribution / active EE | $4,311 | $5,965-27.7% | $4,012+7.4% | $4,866-11.4% |
| Participant deferral / active EE | $3,775 | $3,981-5.2% | $3,144+20.1% | $5,352-29.5% |
| Admin fee / account holder | $8,873 | $6,716+32.1% | $4,850+83.0% | $9,540-7.0% |