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 | $107,909 | $54,229+99.0% | $70,092+54.0% | $68,494+57.5% |
| Participation rate | 44.0% | 64.5%-20.5pp | 70.5%-26.5pp | 67.9%-23.9pp |
| Annual return | -14.88% | -13.87%-1.0pp | 190.73%-205.6pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,550 | $2,018-23.2% | $2,559-39.4% | $2,596-40.3% |
| Participant deferral / active EE | $2,878 | $2,956-2.6% | $3,849-25.2% | $4,027-28.5% |
| Admin fee / account holder | $823 | $4,694-82.5% | $6,267-86.9% | $5,403-84.8% |