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 | $94,909 | $107,791-12.0% | $90,645+4.7% | $135,375-29.9% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | -6.60% | -0.90%-5.7pp | 1.88%-8.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,182 | $3,018-60.8% | $2,532-53.3% | $4,779-75.3% |
| Participant deferral / active EE | $1,855 | $3,872-52.1% | $3,425-45.8% | $5,609-66.9% |
| Admin fee / account holder | $777 | $5,930-86.9% | $4,994-84.4% | $10,827-92.8% |