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 | $111,880 | $81,900+36.6% | $119,609-6.5% | $68,494+63.3% |
| Participation rate | 54.2% | 71.9%-17.7pp | 79.3%-25.1pp | 67.9%-13.7pp |
| Annual return | -17.53% | -23.82%+6.3pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $776 | $2,693-71.2% | $4,232-81.7% | $2,596-70.1% |
| Participant deferral / active EE | $3,330 | $4,148-19.7% | $5,602-40.6% | $4,027-17.3% |
| Admin fee / account holder | $1,732 | $6,582-73.7% | $10,323-83.2% | $5,403-67.9% |