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 | $130,108 | $73,004+78.2% | $90,749+43.4% | $68,494+90.0% |
| Participation rate | 56.9% | 70.8%-13.9pp | 75.7%-18.8pp | 67.9%-11.0pp |
| Annual return | -18.17% | -13.81%-4.4pp | -12.16%-6.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,054 | $2,193-6.3% | $2,921-29.7% | $2,596-20.9% |
| Participant deferral / active EE | $4,473 | $3,627+23.3% | $4,564-2.0% | $4,027+11.1% |
| Admin fee / account holder | $3,699 | $5,896-37.3% | $8,445-56.2% | $5,403-31.5% |