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 | $113,346 | $81,900+38.4% | $119,609-5.2% | $68,494+65.5% |
| Participation rate | 58.7% | 71.9%-13.2pp | 79.3%-20.6pp | 67.9%-9.2pp |
| Annual return | -16.99% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,072 | $2,693-23.1% | $4,232-51.0% | $2,596-20.2% |
| Participant deferral / active EE | $4,816 | $4,148+16.1% | $5,602-14.0% | $4,027+19.6% |
| Admin fee / account holder | $14,650 | $6,582+122.6% | $10,323+41.9% | $5,403+171.2% |