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 | $103,632 | $71,883+44.2% | $86,677+19.6% | $68,494+51.3% |
| Participation rate | 65.7% | 72.2%-6.6pp | 76.6%-10.9pp | 67.9%-2.2pp |
| Annual return | -15.00% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,559 | $2,173+17.8% | $2,836-9.8% | $2,596-1.4% |
| Participant deferral / active EE | $2,491 | $3,779-34.1% | $4,656-46.5% | $4,027-38.1% |
| Admin fee / account holder | $11,951 | $6,112+95.5% | $7,493+59.5% | $5,403+121.2% |