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 | $119,330 | $81,900+45.7% | $119,609-0.2% | $68,494+74.2% |
| Participation rate | 68.4% | 71.9%-3.5pp | 79.3%-10.8pp | 67.9%+0.5pp |
| Annual return | -13.87% | -23.82%+9.9pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,020 | $2,693+12.1% | $4,232-28.6% | $2,596+16.3% |
| Participant deferral / active EE | $7,629 | $4,148+83.9% | $5,602+36.2% | $4,027+89.4% |
| Admin fee / account holder | $2,448 | $6,582-62.8% | $10,323-76.3% | $5,403-54.7% |