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 | $111,574 | $44,642+149.9% | $91,220+22.3% | $66,914+66.7% |
| Participation rate | 57.7% | 64.9%-7.2pp | 73.2%-15.5pp | 69.8%-12.1pp |
| Annual return | -16.98% | -12.29%-4.7pp | 114.01%-131.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,412 | $1,706-17.3% | $2,850-50.5% | $2,544-44.5% |
| Participant deferral / active EE | $4,067 | $3,349+21.4% | $4,234-3.9% | $4,237-4.0% |
| Admin fee / account holder | $7,620 | $521+1361.3% | $5,420+40.6% | $593+1184.4% |