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 | $100,058 | $64,707+54.6% | $112,228-10.8% | $68,494+46.1% |
| Participation rate | 69.0% | 67.2%+1.8pp | 75.1%-6.1pp | 67.9%+1.1pp |
| Annual return | -18.45% | -11.40%-7.0pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,565 | $3,565+28.1% | $4,728-3.5% | $4,027+13.4% |
| Admin fee / account holder | $49,218 | $5,232+840.7% | $6,410+667.8% | $5,403+811.0% |