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 | $104,993 | $64,707+62.3% | $112,228-6.4% | $68,494+53.3% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -7.22% | -11.40%+4.2pp | 27.45%-34.7pp | -7.84%+0.6pp |
| Employer contribution / active EE | $1,526 | $2,746-44.4% | $3,635-58.0% | $2,596-41.2% |
| Participant deferral / active EE | $5,013 | $3,565+40.6% | $4,728+6.0% | $4,027+24.5% |
| Admin fee / account holder | $21,403 | $5,232+309.1% | $6,410+233.9% | $5,403+296.1% |