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 | $139,199 | $81,900+70.0% | $119,609+16.4% | $68,494+103.2% |
| Participation rate | 54.8% | 71.9%-17.1pp | 79.3%-24.4pp | 67.9%-13.0pp |
| Annual return | -18.78% | -23.82%+5.0pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $4,803 | $2,693+78.3% | $4,232+13.5% | $2,596+85.0% |
| Participant deferral / active EE | $6,651 | $4,148+60.4% | $5,602+18.7% | $4,027+65.2% |
| Admin fee / account holder | $2,035 | $6,582-69.1% | $10,323-80.3% | $5,403-62.3% |