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 | $80,318 | $71,883+11.7% | $86,677-7.3% | $68,494+17.3% |
| Participation rate | 63.5% | 72.2%-8.8pp | 76.6%-13.1pp | 67.9%-4.4pp |
| Annual return | -14.69% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,445 | $2,173-33.5% | $2,836-49.0% | $2,596-44.3% |
| Participant deferral / active EE | $5,060 | $3,779+33.9% | $4,656+8.7% | $4,027+25.7% |
| Admin fee / account holder | $5,845 | $6,112-4.4% | $7,493-22.0% | $5,403+8.2% |