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 | $104,449 | $71,883+45.3% | $86,677+20.5% | $68,494+52.5% |
| Participation rate | 61.8% | 72.2%-10.5pp | 76.6%-14.8pp | 67.9%-6.1pp |
| Annual return | -16.31% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $660 | $2,173-69.6% | $2,836-76.7% | $2,596-74.6% |
| Participant deferral / active EE | $3,263 | $3,779-13.6% | $4,656-29.9% | $4,027-19.0% |
| Admin fee / account holder | $5,688 | $6,112-6.9% | $7,493-24.1% | $5,403+5.3% |