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 | $107,828 | $71,883+50.0% | $86,677+24.4% | $68,494+57.4% |
| Participation rate | 57.5% | 72.2%-14.7pp | 76.6%-19.1pp | 67.9%-10.4pp |
| Annual return | -14.93% | 3.52%-18.5pp | 35.91%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,213 | $2,173-44.2% | $2,836-57.2% | $2,596-53.3% |
| Participant deferral / active EE | $3,431 | $3,779-9.2% | $4,656-26.3% | $4,027-14.8% |
| Admin fee / account holder | $7,101 | $6,112+16.2% | $7,493-5.2% | $5,403+31.4% |