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 | $116,745 | $73,004+59.9% | $90,749+28.6% | $68,494+70.4% |
| Participation rate | 68.4% | 70.8%-2.4pp | 75.7%-7.3pp | 67.9%+0.5pp |
| Annual return | -14.56% | -13.81%-0.7pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,509 | $2,193+14.4% | $2,921-14.1% | $2,596-3.4% |
| Participant deferral / active EE | $5,394 | $3,627+48.7% | $4,564+18.2% | $4,027+33.9% |
| Admin fee / account holder | $22,441 | $5,896+280.6% | $8,445+165.7% | $5,403+315.4% |