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 | $118,113 | $53,162+122.2% | $91,220+29.5% | $68,494+72.4% |
| Participation rate | 54.1% | 63.2%-9.1pp | 73.2%-19.1pp | 67.9%-13.8pp |
| Annual return | -16.42% | -3.14%-13.3pp | 114.01%-130.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,845 | $1,709+7.9% | $2,850-35.3% | $2,596-29.0% |
| Participant deferral / active EE | $3,287 | $2,974+10.5% | $4,234-22.4% | $4,027-18.4% |
| Admin fee / account holder | $5,887 | $4,493+31.0% | $5,420+8.6% | $5,403+9.0% |