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 | $32,086 | $211,958-84.9% | $169,463-81.1% | $135,375-76.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -7.76% | 3.26%-11.0pp | 1.83%-9.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,051 | $5,120-79.5% | $4,159-74.7% | $4,779-78.0% |
| Participant deferral / active EE | $4,846 | $6,075-20.2% | $5,277-8.2% | $5,609-13.6% |
| Admin fee / account holder | $9,964 | $11,471-13.1% | $9,109+9.4% | $10,827-8.0% |