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 | $101,091 | $81,900+23.4% | $119,609-15.5% | $68,494+47.6% |
| Participation rate | 69.1% | 71.9%-2.8pp | 79.3%-10.1pp | 67.9%+1.2pp |
| Annual return | -16.02% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,174 | $2,693+17.9% | $4,232-25.0% | $2,596+22.3% |
| Participant deferral / active EE | $6,640 | $4,148+60.1% | $5,602+18.5% | $4,027+64.9% |
| Admin fee / account holder | $452 | $6,582-93.1% | $10,323-95.6% | $5,403-91.6% |