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 | $103,927 | $81,900+26.9% | $119,609-13.1% | $68,494+51.7% |
| Participation rate | 69.2% | 71.9%-2.7pp | 79.3%-10.0pp | 67.9%+1.3pp |
| Annual return | -12.48% | -23.82%+11.3pp | -14.97%+2.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $3,186 | $2,693+18.3% | $4,232-24.7% | $2,596+22.7% |
| Participant deferral / active EE | $4,315 | $4,148+4.0% | $5,602-23.0% | $4,027+7.1% |
| Admin fee / account holder | $21,407 | $6,582+225.3% | $10,323+107.4% | $5,403+296.2% |