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 | $81,947 | $77,813+5.3% | $123,544-33.7% | $64,186+27.7% |
| Participation rate | 55.6% | 74.7%-19.2pp | 82.3%-26.7pp | 69.6%-14.0pp |
| Annual return | -7.26% | 12.48%-19.7pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,744 | $3,014+57.4% | $4,628+2.5% | $2,381+99.3% |
| Participant deferral / active EE | $4,492 | $5,240-14.3% | $6,426-30.1% | $3,470+29.5% |
| Admin fee / account holder | $1,352 | $5,519-75.5% | $9,284-85.4% | $4,888-72.3% |