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 | $91,818 | $81,900+12.1% | $119,609-23.2% | $68,494+34.1% |
| Participation rate | 66.2% | 71.9%-5.7pp | 79.3%-13.0pp | 67.9%-1.7pp |
| Annual return | -16.00% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,288 | $2,693-15.1% | $4,232-45.9% | $2,596-11.9% |
| Participant deferral / active EE | $3,390 | $4,148-18.3% | $5,602-39.5% | $4,027-15.8% |
| Admin fee / account holder | $5,871 | $6,582-10.8% | $10,323-43.1% | $5,403+8.7% |