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 8-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 | $112,278 | $81,900+37.1% | $119,609-6.1% | $68,494+63.9% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -13.21% | -23.82%+10.6pp | -14.97%+1.8pp | -7.84%-5.4pp |
| Employer contribution / active EE | $9,271 | $2,693+244.2% | $4,232+119.1% | $2,596+257.1% |
| Participant deferral / active EE | $5,430 | $4,148+30.9% | $5,602-3.1% | $4,027+34.8% |
| Admin fee / account holder | $2,239 | $6,582-66.0% | $10,323-78.3% | $5,403-58.6% |