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 | $109,489 | $54,229+101.9% | $70,092+56.2% | $68,494+59.9% |
| Participation rate | 60.5% | 64.5%-4.0pp | 70.5%-10.0pp | 67.9%-7.4pp |
| Annual return | -11.00% | -13.87%+2.9pp | 190.73%-201.7pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,031 | $2,018+0.6% | $2,559-20.6% | $2,596-21.8% |
| Participant deferral / active EE | $5,054 | $2,956+71.0% | $3,849+31.3% | $4,027+25.5% |
| Admin fee / account holder | $4,769 | $4,694+1.6% | $6,267-23.9% | $5,403-11.7% |