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 | $85,826 | $77,813+10.3% | $123,544-30.5% | $64,186+33.7% |
| Participation rate | 67.6% | 74.7%-7.1pp | 82.3%-14.7pp | 69.6%-2.0pp |
| Annual return | -5.21% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,621 | $3,014-46.2% | $4,628-65.0% | $2,381-31.9% |
| Participant deferral / active EE | $3,328 | $5,240-36.5% | $6,426-48.2% | $3,470-4.1% |
| Admin fee / account holder | $3,519 | $5,519-36.2% | $9,284-62.1% | $4,888-28.0% |