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 | $55,983 | $127,386-56.1% | $115,037-51.3% | $125,391-55.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 0.16% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $4,414 | $5,166-14.5% | $4,608-4.2% | $4,866-9.3% |
| Participant deferral / active EE | $7,737 | $6,423+20.5% | $6,026+28.4% | $5,352+44.6% |
| Admin fee / account holder | $25,207 | $9,516+164.9% | $8,175+208.3% | $9,540+164.2% |