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 | $72,219 | $54,350+32.9% | $82,719-12.7% | $68,494+5.4% |
| Participation rate | 69.4% | 63.9%+5.5pp | 72.6%-3.2pp | 67.9%+1.5pp |
| Annual return | -16.33% | -13.67%-2.7pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,372 | $2,218+52.0% | $3,009+12.1% | $2,596+29.9% |
| Participant deferral / active EE | $2,684 | $3,246-17.3% | $4,395-38.9% | $4,027-33.4% |
| Admin fee / account holder | $4,645 | $4,395+5.7% | $5,329-12.8% | $5,403-14.0% |