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 | $70,809 | $54,350+30.3% | $82,719-14.4% | $68,494+3.4% |
| Participation rate | 60.8% | 63.9%-3.1pp | 72.6%-11.8pp | 67.9%-7.1pp |
| Annual return | -14.52% | -13.67%-0.8pp | 701.18%-715.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,221 | $2,218+0.1% | $3,009-26.2% | $2,596-14.5% |
| Participant deferral / active EE | $3,824 | $3,246+17.8% | $4,395-13.0% | $4,027-5.1% |
| Admin fee / account holder | $3,206 | $4,395-27.1% | $5,329-39.8% | $5,403-40.7% |