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 | $90,067 | $87,540+2.9% | $75,781+18.9% | $125,391-28.2% |
| Participation rate | 56.3% | 80.2%-23.9pp | 75.8%-19.6pp | 83.2%-26.9pp |
| Annual return | -2.73% | 13.48%-16.2pp | 9.68%-12.4pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,944 | $3,930-50.5% | $3,323-41.5% | $4,866-60.1% |
| Participant deferral / active EE | $4,083 | $4,229-3.5% | $3,651+11.8% | $5,352-23.7% |
| Admin fee / account holder | $4,996 | $6,502-23.2% | $5,299-5.7% | $9,540-47.6% |