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 | $113,583 | $77,813+46.0% | $123,544-8.1% | $64,186+77.0% |
| Participation rate | 69.6% | 74.7%-5.1pp | 82.3%-12.7pp | 69.6%0pp |
| Annual return | -2.72% | 12.48%-15.2pp | 119.20%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $598 | $3,014-80.2% | $4,628-87.1% | $2,381-74.9% |
| Participant deferral / active EE | $4,681 | $5,240-10.7% | $6,426-27.1% | $3,470+34.9% |
| Admin fee / account holder | $10,488 | $5,519+90.0% | $9,284+13.0% | $4,888+114.6% |