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 | $76,515 | $127,100-39.8% | $105,738-27.6% | $135,375-43.5% |
| Participation rate | 57.1% | 82.7%-25.6pp | 76.3%-19.2pp | 82.6%-25.5pp |
| Annual return | 1.15% | 4.49%-3.3pp | 6.27%-5.1pp | 519.73%-518.6pp |
| Employer contribution / active EE | $1,443 | $4,107-64.9% | $3,268-55.9% | $4,779-69.8% |
| Participant deferral / active EE | $3,286 | $5,064-35.1% | $4,080-19.5% | $5,609-41.4% |
| Admin fee / account holder | $87,805 | $9,087+866.3% | $6,913+1170.2% | $10,827+711.0% |