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 | $92,391 | $46,674+97.9% | $117,472-21.4% | $68,494+34.9% |
| Participation rate | 57.1% | 56.8%+0.4pp | 70.6%-13.4pp | 67.9%-10.7pp |
| Annual return | -19.06% | -14.52%-4.5pp | 29.74%-48.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,678 | $1,505+11.6% | $4,176-59.8% | $2,596-35.4% |
| Participant deferral / active EE | $3,018 | $2,636+14.5% | $4,070-25.8% | $4,027-25.1% |
| Admin fee / account holder | $9,694 | $4,020+141.2% | $5,645+71.7% | $5,403+79.4% |