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 | $118,350 | $73,867+60.2% | $143,757-17.7% | $68,494+72.8% |
| Participation rate | 63.0% | 66.7%-3.7pp | 80.3%-17.3pp | 67.9%-4.9pp |
| Annual return | -18.49% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,149 | $3,184-32.5% | $4,951-56.6% | $2,596-17.2% |
| Participant deferral / active EE | $5,762 | $3,384+70.2% | $5,637+2.2% | $4,027+43.1% |
| Admin fee / account holder | $5,835 | $5,755+1.4% | $14,673-60.2% | $5,403+8.0% |