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 | $80,486 | $72,404+11.2% | $110,238-27.0% | $64,186+25.4% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 5.07% | -6.29%+11.4pp | 314.74%-309.7pp | 7.63%-2.6pp |
| Employer contribution / active EE | $833 | $2,282-63.5% | $3,826-78.2% | $2,381-65.0% |
| Participant deferral / active EE | $2,246 | $3,469-35.3% | $4,672-51.9% | $3,470-35.3% |
| Admin fee / account holder | $789 | $5,664-86.1% | $8,547-90.8% | $4,888-83.9% |