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 | $110,177 | $95,862+14.9% | $79,550+38.5% | $134,475-18.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -4.36% | -2.69%-1.7pp | 0.16%-4.5pp | 417.96%-422.3pp |
| Employer contribution / active EE | $1,904 | $3,128-39.1% | $2,413-21.1% | $4,740-59.8% |
| Participant deferral / active EE | $4,419 | $4,693-5.8% | $3,985+10.9% | $6,400-30.9% |
| Admin fee / account holder | $58,167 | $9,126+537.4% | $6,832+751.3% | $11,426+409.1% |