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 | $102,518 | $82,664+24.0% | $125,339-18.2% | $68,494+49.7% |
| Participation rate | 67.9% | 75.0%-7.1pp | 82.4%-14.4pp | 67.9%0pp |
| Annual return | -17.06% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,308 | $3,381-31.7% | $4,814-52.0% | $2,596-11.1% |
| Participant deferral / active EE | $6,211 | $6,110+1.6% | $7,446-16.6% | $4,027+54.2% |
| Admin fee / account holder | $3,057 | $6,275-51.3% | $10,010-69.5% | $5,403-43.4% |