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 | $105,891 | $64,707+63.6% | $112,228-5.6% | $68,494+54.6% |
| Participation rate | 60.5% | 67.2%-6.6pp | 75.1%-14.5pp | 67.9%-7.4pp |
| Annual return | -15.52% | -11.40%-4.1pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,410 | $2,746+60.6% | $3,635+21.3% | $2,596+69.8% |
| Participant deferral / active EE | $3,007 | $3,565-15.7% | $4,728-36.4% | $4,027-25.3% |
| Admin fee / account holder | $4,869 | $5,232-6.9% | $6,410-24.0% | $5,403-9.9% |