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 | $107,962 | $64,707+66.8% | $112,228-3.8% | $68,494+57.6% |
| Participation rate | 63.6% | 67.2%-3.5pp | 75.1%-11.4pp | 67.9%-4.3pp |
| Annual return | -14.70% | -11.40%-3.3pp | 27.45%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,727 | $2,746-0.7% | $3,635-25.0% | $2,596+5.0% |
| Participant deferral / active EE | $4,264 | $3,565+19.6% | $4,728-9.8% | $4,027+5.9% |
| Admin fee / account holder | $3,959 | $5,232-24.3% | $6,410-38.2% | $5,403-26.7% |