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 | $104,430 | $71,883+45.3% | $86,677+20.5% | $68,494+52.5% |
| Participation rate | 67.9% | 72.2%-4.3pp | 76.6%-8.6pp | 67.9%+0.1pp |
| Annual return | -14.76% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,006 | $2,173-7.7% | $2,836-29.3% | $2,596-22.7% |
| Participant deferral / active EE | $4,682 | $3,779+23.9% | $4,656+0.6% | $4,027+16.3% |
| Admin fee / account holder | $3,568 | $6,112-41.6% | $7,493-52.4% | $5,403-34.0% |