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 | $94,686 | $71,883+31.7% | $86,677+9.2% | $68,494+38.2% |
| Participation rate | 55.1% | 72.2%-17.1pp | 76.6%-21.4pp | 67.9%-12.8pp |
| Annual return | -18.17% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,570 | $2,173-27.8% | $2,836-44.7% | $2,596-39.5% |
| Participant deferral / active EE | $3,810 | $3,779+0.8% | $4,656-18.2% | $4,027-5.4% |
| Admin fee / account holder | $483 | $6,112-92.1% | $7,493-93.5% | $5,403-91.1% |