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 | $100,601 | $107,791-6.7% | $90,645+11.0% | $135,375-25.7% |
| Participation rate | 69.6% | 78.0%-8.5pp | 74.0%-4.5pp | 82.6%-13.1pp |
| Annual return | -8.43% | -0.90%-7.5pp | 1.88%-10.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,521 | $3,018-49.6% | $2,532-39.9% | $4,779-68.2% |
| Participant deferral / active EE | $3,544 | $3,872-8.5% | $3,425+3.5% | $5,609-36.8% |
| Admin fee / account holder | $978 | $5,930-83.5% | $4,994-80.4% | $10,827-91.0% |