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 | $70,559 | $54,350+29.8% | $82,719-14.7% | $68,494+3.0% |
| Participation rate | 54.2% | 63.9%-9.8pp | 72.6%-18.4pp | 67.9%-13.7pp |
| Annual return | -18.30% | -13.67%-4.6pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,320 | $2,218+4.6% | $3,009-22.9% | $2,596-10.6% |
| Participant deferral / active EE | $2,653 | $3,246-18.3% | $4,395-39.6% | $4,027-34.1% |
| Admin fee / account holder | $4,558 | $4,395+3.7% | $5,329-14.5% | $5,403-15.6% |