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 | $184,547 | $64,707+185.2% | $112,228+64.4% | $68,494+169.4% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -18.19% | -11.40%-6.8pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,434 | $2,746-47.8% | $3,635-60.6% | $2,596-44.8% |
| Participant deferral / active EE | $2,872 | $3,565-19.4% | $4,728-39.3% | $4,027-28.7% |
| Admin fee / account holder | $4,690 | $5,232-10.4% | $6,410-26.8% | $5,403-13.2% |