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 | $105,960 | $73,004+45.1% | $90,749+16.8% | $68,494+54.7% |
| Participation rate | 59.5% | 70.8%-11.3pp | 75.7%-16.2pp | 67.9%-8.4pp |
| Annual return | -17.85% | -13.81%-4.0pp | -12.16%-5.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,637 | $2,193-25.3% | $2,921-44.0% | $2,596-36.9% |
| Participant deferral / active EE | $4,000 | $3,627+10.3% | $4,564-12.4% | $4,027-0.7% |
| Admin fee / account holder | $7,855 | $5,896+33.2% | $8,445-7.0% | $5,403+45.4% |