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 | $89,377 | $127,100-29.7% | $105,738-15.5% | $135,375-34.0% |
| Participation rate | 63.6% | 82.7%-19.1pp | 76.3%-12.7pp | 82.6%-19.0pp |
| Annual return | -1.86% | 4.49%-6.4pp | 6.27%-8.1pp | 519.73%-521.6pp |
| Employer contribution / active EE | $1,271 | $4,107-69.1% | $3,268-61.1% | $4,779-73.4% |
| Participant deferral / active EE | $3,696 | $5,064-27.0% | $4,080-9.4% | $5,609-34.1% |
| Admin fee / account holder | $37,743 | $9,087+315.4% | $6,913+446.0% | $10,827+248.6% |