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 | $107,964 | $64,707+66.8% | $112,228-3.8% | $68,494+57.6% |
| Participation rate | 69.8% | 67.2%+2.6pp | 75.1%-5.3pp | 67.9%+1.9pp |
| Annual return | -15.65% | -11.40%-4.2pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,875 | $2,746-31.7% | $3,635-48.4% | $2,596-27.8% |
| Participant deferral / active EE | $4,260 | $3,565+19.5% | $4,728-9.9% | $4,027+5.8% |
| Admin fee / account holder | $18,703 | $5,232+257.5% | $6,410+191.8% | $5,403+246.2% |