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 | $121,596 | $77,813+56.3% | $123,544-1.6% | $64,186+89.4% |
| Participation rate | 36.0% | 74.7%-38.7pp | 82.3%-46.3pp | 69.6%-33.6pp |
| Annual return | -6.54% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,698 | $3,014-10.5% | $4,628-41.7% | $2,381+13.3% |
| Participant deferral / active EE | $6,091 | $5,240+16.2% | $6,426-5.2% | $3,470+75.5% |
| Admin fee / account holder | $422 | $5,519-92.4% | $9,284-95.5% | $4,888-91.4% |