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 | $58,638 | $131,829-55.5% | $108,579-46.0% | $273,961-78.6% |
| Participation rate | 65.0% | 83.5%-18.5pp | 79.6%-14.6pp | 83.0%-18.0pp |
| Annual return | 5.17% | -91.57%+96.7pp | -51.70%+56.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $3,060 | $4,912-37.7% | $3,758-18.6% | $4,869-37.2% |
| Participant deferral / active EE | $5,154 | $5,127+0.5% | $4,311+19.6% | $5,287-2.5% |
| Admin fee / account holder | $18,375 | $10,252+79.2% | $7,645+140.4% | $10,132+81.4% |