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 | $108,119 | $71,883+50.4% | $86,677+24.7% | $68,494+57.9% |
| Participation rate | 65.2% | 72.2%-7.1pp | 76.6%-11.4pp | 67.9%-2.7pp |
| Annual return | -15.76% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,710 | $2,173-21.3% | $2,836-39.7% | $2,596-34.1% |
| Participant deferral / active EE | $6,219 | $3,779+64.6% | $4,656+33.6% | $4,027+54.4% |
| Admin fee / account holder | $7,566 | $6,112+23.8% | $7,493+1.0% | $5,403+40.0% |