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 | $119,320 | $71,883+66.0% | $86,677+37.7% | $68,494+74.2% |
| Participation rate | 66.0% | 72.2%-6.3pp | 76.6%-10.6pp | 67.9%-1.9pp |
| Annual return | -17.00% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,286 | $2,173+51.2% | $2,836+15.9% | $2,596+26.6% |
| Participant deferral / active EE | $5,203 | $3,779+37.7% | $4,656+11.8% | $4,027+29.2% |
| Admin fee / account holder | $6,002 | $6,112-1.8% | $7,493-19.9% | $5,403+11.1% |