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 8-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 | $66,641 | $71,883-7.3% | $86,677-23.1% | $68,494-2.7% |
| Participation rate | 67.6% | 72.2%-4.6pp | 76.6%-8.9pp | 67.9%-0.2pp |
| Annual return | -8.62% | 3.52%-12.1pp | 35.91%-44.5pp | -7.84%-0.8pp |
| Employer contribution / active EE | $2,701 | $2,173+24.3% | $2,836-4.8% | $2,596+4.0% |
| Participant deferral / active EE | $8,219 | $3,779+117.5% | $4,656+76.5% | $4,027+104.1% |
| Admin fee / account holder | $16,378 | $6,112+168.0% | $7,493+118.6% | $5,403+203.1% |