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 | $90,678 | $211,958-57.2% | $169,463-46.5% | $135,375-33.0% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -1.77% | 3.26%-5.0pp | 1.83%-3.6pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,308 | $5,120-74.4% | $4,159-68.5% | $4,779-72.6% |
| Participant deferral / active EE | $1,868 | $6,075-69.3% | $5,277-64.6% | $5,609-66.7% |
| Admin fee / account holder | $8,726 | $11,471-23.9% | $9,109-4.2% | $10,827-19.4% |