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 | $111,398 | $73,867+50.8% | $143,757-22.5% | $68,494+62.6% |
| Participation rate | 68.0% | 66.7%+1.3pp | 80.3%-12.3pp | 67.9%+0.1pp |
| Annual return | -17.08% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,685 | $3,184-47.1% | $4,951-66.0% | $2,596-35.1% |
| Participant deferral / active EE | $4,674 | $3,384+38.1% | $5,637-17.1% | $4,027+16.1% |
| Admin fee / account holder | $2,322 | $5,755-59.6% | $14,673-84.2% | $5,403-57.0% |