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 | $79,532 | $77,813+2.2% | $123,544-35.6% | $64,186+23.9% |
| Participation rate | 47.2% | 74.7%-27.5pp | 82.3%-35.1pp | 69.6%-22.3pp |
| Annual return | -5.97% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,208 | $3,014-26.7% | $4,628-52.3% | $2,381-7.2% |
| Participant deferral / active EE | $5,448 | $5,240+4.0% | $6,426-15.2% | $3,470+57.0% |
| Admin fee / account holder | $4,385 | $5,519-20.5% | $9,284-52.8% | $4,888-10.3% |