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 | $148,455 | $73,867+101.0% | $143,757+3.3% | $68,494+116.7% |
| Participation rate | 69.4% | 66.7%+2.8pp | 80.3%-10.9pp | 67.9%+1.5pp |
| Annual return | -18.90% | 1.01%-19.9pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,582 | $3,184-18.9% | $4,951-47.8% | $2,596-0.5% |
| Participant deferral / active EE | $5,050 | $3,384+49.2% | $5,637-10.4% | $4,027+25.4% |
| Admin fee / account holder | $3,323 | $5,755-42.2% | $14,673-77.4% | $5,403-38.5% |