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 | $87,643 | $57,354+52.8% | $83,848+4.5% | $64,186+36.5% |
| Participation rate | 64.5% | 68.6%-4.1pp | 76.1%-11.6pp | 69.6%-5.1pp |
| Annual return | -4.48% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,602 | $2,545+41.5% | $3,631-0.8% | $2,381+51.3% |
| Participant deferral / active EE | $4,294 | $2,993+43.5% | $4,082+5.2% | $3,470+23.8% |
| Admin fee / account holder | $2,193 | $4,046-45.8% | $5,478-60.0% | $4,888-55.1% |