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 6-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 | $91,106 | $81,900+11.2% | $119,609-23.8% | $68,494+33.0% |
| Participation rate | 57.7% | 71.9%-14.2pp | 79.3%-21.6pp | 67.9%-10.2pp |
| Annual return | -14.73% | -23.82%+9.1pp | -14.97%+0.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $5,658 | $2,693+110.1% | $4,232+33.7% | $2,596+117.9% |
| Participant deferral / active EE | $7,566 | $4,148+82.4% | $5,602+35.1% | $4,027+87.9% |
| Admin fee / account holder | $22,160 | $6,582+236.7% | $10,323+114.7% | $5,403+310.2% |