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 | $69,198 | $95,193-27.3% | $76,523-9.6% | $135,375-48.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | -6.98% | 4.85%-11.8pp | -0.27%-6.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,059 | $3,302+22.9% | $2,647+53.4% | $4,779-15.1% |
| Participant deferral / active EE | $9,886 | $4,639+113.1% | $3,835+157.7% | $5,609+76.3% |
| Admin fee / account holder | $7,228 | $6,249+15.7% | $4,848+49.1% | $10,827-33.2% |