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 | $105,138 | $72,404+45.2% | $110,238-4.6% | $64,186+63.8% |
| Participation rate | 65.8% | 73.3%-7.5pp | 79.8%-14.0pp | 69.6%-3.8pp |
| Annual return | -6.18% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,884 | $2,282+26.4% | $3,826-24.6% | $2,381+21.2% |
| Participant deferral / active EE | $6,079 | $3,469+75.2% | $4,672+30.1% | $3,470+75.2% |
| Admin fee / account holder | $3,570 | $5,664-37.0% | $8,547-58.2% | $4,888-27.0% |