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 | $75,802 | $71,883+5.5% | $86,677-12.5% | $68,494+10.7% |
| Participation rate | 63.2% | 72.2%-9.1pp | 76.6%-13.4pp | 67.9%-4.7pp |
| Annual return | -14.92% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,634 | $2,173+21.2% | $2,836-7.1% | $2,596+1.4% |
| Participant deferral / active EE | $8,136 | $3,779+115.3% | $4,656+74.8% | $4,027+102.0% |
| Admin fee / account holder | $10,921 | $6,112+78.7% | $7,493+45.7% | $5,403+102.1% |