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 | $85,902 | $73,867+16.3% | $143,757-40.2% | $68,494+25.4% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.0pp |
| Annual return | -14.59% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,095 | $3,184-65.6% | $4,951-77.9% | $2,596-57.8% |
| Participant deferral / active EE | $2,813 | $3,384-16.9% | $5,637-50.1% | $4,027-30.2% |
| Admin fee / account holder | $6,844 | $5,755+18.9% | $14,673-53.4% | $5,403+26.7% |