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 | $84,111 | $54,229+55.1% | $70,092+20.0% | $68,494+22.8% |
| Participation rate | 63.4% | 64.5%-1.1pp | 70.5%-7.1pp | 67.9%-4.5pp |
| Annual return | -13.85% | -13.87%0pp | 190.73%-204.6pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,084 | $2,018+3.3% | $2,559-18.5% | $2,596-19.7% |
| Participant deferral / active EE | $3,642 | $2,956+23.2% | $3,849-5.4% | $4,027-9.6% |
| Admin fee / account holder | $2,707 | $4,694-42.3% | $6,267-56.8% | $5,403-49.9% |