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 | $107,006 | $82,664+29.4% | $125,339-14.6% | $68,494+56.2% |
| Participation rate | 60.4% | 75.0%-14.6pp | 82.4%-22.0pp | 67.9%-7.5pp |
| Annual return | -16.27% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,194 | $3,381-5.5% | $4,814-33.6% | $2,596+23.0% |
| Participant deferral / active EE | $6,295 | $6,110+3.0% | $7,446-15.5% | $4,027+56.3% |
| Admin fee / account holder | $3,069 | $6,275-51.1% | $10,010-69.3% | $5,403-43.2% |