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 | $110,742 | $64,707+71.1% | $112,228-1.3% | $68,494+61.7% |
| Participation rate | 55.0% | 67.2%-12.2pp | 75.1%-20.1pp | 67.9%-12.9pp |
| Annual return | -11.96% | -11.40%-0.6pp | 27.45%-39.4pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,506 | $2,746-45.2% | $3,635-58.6% | $2,596-42.0% |
| Participant deferral / active EE | $3,757 | $3,565+5.4% | $4,728-20.5% | $4,027-6.7% |
| Admin fee / account holder | $8,155 | $5,232+55.9% | $6,410+27.2% | $5,403+50.9% |