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 | $126,163 | $81,900+54.0% | $119,609+5.5% | $68,494+84.2% |
| Participation rate | 69.4% | 71.9%-2.5pp | 79.3%-9.8pp | 67.9%+1.5pp |
| Annual return | -12.74% | -23.82%+11.1pp | -14.97%+2.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,011 | $2,693-25.3% | $4,232-52.5% | $2,596-22.5% |
| Participant deferral / active EE | $5,855 | $4,148+41.2% | $5,602+4.5% | $4,027+45.4% |
| Admin fee / account holder | $6,496 | $6,582-1.3% | $10,323-37.1% | $5,403+20.2% |