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 9-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 | $133,191 | $73,867+80.3% | $143,757-7.3% | $68,494+94.5% |
| Participation rate | 64.3% | 66.7%-2.4pp | 80.3%-16.0pp | 67.9%-3.6pp |
| Annual return | -15.50% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,349 | $3,184+36.6% | $4,951-12.1% | $2,596+67.5% |
| Participant deferral / active EE | $11,580 | $3,384+242.2% | $5,637+105.4% | $4,027+187.6% |
| Admin fee / account holder | $4,421 | $5,755-23.2% | $14,673-69.9% | $5,403-18.2% |