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 | $55,429 | $77,813-28.8% | $123,544-55.1% | $64,186-13.6% |
| Participation rate | 69.6% | 74.7%-5.1pp | 82.3%-12.7pp | 69.6%0pp |
| Annual return | -7.90% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,427 | $3,014-52.7% | $4,628-69.2% | $2,381-40.1% |
| Participant deferral / active EE | $3,514 | $5,240-32.9% | $6,426-45.3% | $3,470+1.3% |
| Admin fee / account holder | $5,144 | $5,519-6.8% | $9,284-44.6% | $4,888+5.2% |