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 | $120,809 | $71,883+68.1% | $86,677+39.4% | $68,494+76.4% |
| Participation rate | 56.5% | 72.2%-15.7pp | 76.6%-20.1pp | 67.9%-11.4pp |
| Annual return | -14.83% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,944 | $2,173-10.5% | $2,836-31.5% | $2,596-25.1% |
| Participant deferral / active EE | $2,842 | $3,779-24.8% | $4,656-39.0% | $4,027-29.4% |
| Admin fee / account holder | $11,151 | $6,112+82.4% | $7,493+48.8% | $5,403+106.4% |