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 | $124,836 | $82,664+51.0% | $125,339-0.4% | $68,494+82.3% |
| Participation rate | 59.7% | 75.0%-15.4pp | 82.4%-22.7pp | 67.9%-8.2pp |
| Annual return | -17.90% | -5.97%-11.9pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,375 | $3,381-0.2% | $4,814-29.9% | $2,596+30.0% |
| Participant deferral / active EE | $6,955 | $6,110+13.8% | $7,446-6.6% | $4,027+72.7% |
| Admin fee / account holder | $2,566 | $6,275-59.1% | $10,010-74.4% | $5,403-52.5% |