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 | $88,382 | $46,674+89.4% | $117,472-24.8% | $68,494+29.0% |
| Participation rate | 57.1% | 56.8%+0.4pp | 70.6%-13.4pp | 67.9%-10.7pp |
| Annual return | -14.57% | -14.52%-0.1pp | 29.74%-44.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,802 | $1,505+19.8% | $4,176-56.8% | $2,596-30.6% |
| Participant deferral / active EE | $4,134 | $2,636+56.8% | $4,070+1.6% | $4,027+2.7% |
| Admin fee / account holder | $2,172 | $4,020-46.0% | $5,645-61.5% | $5,403-59.8% |