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 | $100,732 | $82,664+21.9% | $125,339-19.6% | $68,494+47.1% |
| Participation rate | 69.2% | 75.0%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -14.91% | -5.97%-8.9pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,717 | $3,381-19.6% | $4,814-43.6% | $2,596+4.6% |
| Participant deferral / active EE | $5,337 | $6,110-12.7% | $7,446-28.3% | $4,027+32.5% |
| Admin fee / account holder | $5,664 | $6,275-9.7% | $10,010-43.4% | $5,403+4.8% |