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 | $115,386 | $69,010+67.2% | $159,960-27.9% | $68,494+68.5% |
| Participation rate | 53.3% | 65.4%-12.1pp | 78.0%-24.6pp | 67.9%-14.6pp |
| Annual return | -16.49% | -9.65%-6.8pp | 408.60%-425.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,273 | $2,213+2.7% | $4,226-46.2% | $2,596-12.5% |
| Participant deferral / active EE | $5,574 | $4,212+32.3% | $6,182-9.8% | $4,027+38.4% |
| Admin fee / account holder | $8,732 | $4,798+82.0% | $8,698+0.4% | $5,403+61.6% |