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 | $98,615 | $64,707+52.4% | $112,228-12.1% | $68,494+44.0% |
| Participation rate | 68.6% | 67.2%+1.4pp | 75.1%-6.5pp | 67.9%+0.7pp |
| Annual return | -17.18% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,125 | $2,746+13.8% | $3,635-14.0% | $2,596+20.4% |
| Participant deferral / active EE | $6,365 | $3,565+78.6% | $4,728+34.6% | $4,027+58.1% |
| Admin fee / account holder | $5,073 | $5,232-3.0% | $6,410-20.9% | $5,403-6.1% |