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 | $97,241 | $46,674+108.3% | $117,472-17.2% | $68,494+42.0% |
| Participation rate | 55.1% | 56.8%-1.7pp | 70.6%-15.5pp | 67.9%-12.8pp |
| Annual return | -16.92% | -14.52%-2.4pp | 29.74%-46.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,148 | $1,505-23.7% | $4,176-72.5% | $2,596-55.8% |
| Participant deferral / active EE | $4,355 | $2,636+65.2% | $4,070+7.0% | $4,027+8.1% |
| Admin fee / account holder | $17,700 | $4,020+340.3% | $5,645+213.6% | $5,403+227.6% |