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 | $29,702 | $211,958-86.0% | $169,463-82.5% | $135,375-78.1% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 0.16% | 3.26%-3.1pp | 1.83%-1.7pp | 519.73%-519.6pp |
| Employer contribution / active EE | $1,907 | $5,120-62.7% | $4,159-54.1% | $4,779-60.1% |
| Participant deferral / active EE | $3,336 | $6,075-45.1% | $5,277-36.8% | $5,609-40.5% |
| Admin fee / account holder | $155,898 | $11,471+1259.1% | $9,109+1611.4% | $10,827+1339.9% |