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 | $62,650 | $54,229+15.5% | $70,092-10.6% | $68,494-8.5% |
| Participation rate | 53.1% | 64.5%-11.4pp | 70.5%-17.4pp | 67.9%-14.8pp |
| Annual return | -17.20% | -13.87%-3.3pp | 190.73%-207.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,657 | $2,018-17.9% | $2,559-35.3% | $2,596-36.2% |
| Participant deferral / active EE | $3,815 | $2,956+29.1% | $3,849-0.9% | $4,027-5.3% |
| Admin fee / account holder | $5,877 | $4,694+25.2% | $6,267-6.2% | $5,403+8.8% |