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 | $122,381 | $81,900+49.4% | $119,609+2.3% | $68,494+78.7% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -16.90% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,306 | $2,693-51.5% | $4,232-69.1% | $2,596-49.7% |
| Participant deferral / active EE | $5,675 | $4,148+36.8% | $5,602+1.3% | $4,027+40.9% |
| Admin fee / account holder | $9,801 | $6,582+48.9% | $10,323-5.1% | $5,403+81.4% |