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 | $77,204 | $77,813-0.8% | $123,544-37.5% | $64,186+20.3% |
| Participation rate | 46.5% | 74.7%-28.2pp | 82.3%-35.8pp | 69.6%-23.1pp |
| Annual return | -6.60% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,763 | $3,014-41.5% | $4,628-61.9% | $2,381-25.9% |
| Participant deferral / active EE | $3,311 | $5,240-36.8% | $6,426-48.5% | $3,470-4.6% |
| Admin fee / account holder | $2,057 | $5,519-62.7% | $9,284-77.8% | $4,888-57.9% |