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 | $62,368 | $64,707-3.6% | $112,228-44.4% | $68,494-8.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -17.70% | -11.40%-6.3pp | 27.45%-45.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,399 | $2,746+60.2% | $3,635+21.0% | $2,596+69.4% |
| Participant deferral / active EE | $6,708 | $3,565+88.2% | $4,728+41.9% | $4,027+66.6% |
| Admin fee / account holder | $6,150 | $5,232+17.5% | $6,410-4.1% | $5,403+13.8% |