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 | $77,635 | $54,229+43.2% | $70,092+10.8% | $68,494+13.3% |
| Participation rate | 60.8% | 64.5%-3.7pp | 70.5%-9.7pp | 67.9%-7.1pp |
| Annual return | -14.73% | -13.87%-0.9pp | 190.73%-205.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,195 | $2,018+8.8% | $2,559-14.2% | $2,596-15.5% |
| Participant deferral / active EE | $3,778 | $2,956+27.8% | $3,849-1.8% | $4,027-6.2% |
| Admin fee / account holder | $783 | $4,694-83.3% | $6,267-87.5% | $5,403-85.5% |