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 | $91,404 | $73,867+23.7% | $143,757-36.4% | $68,494+33.4% |
| Participation rate | 55.1% | 66.7%-11.6pp | 80.3%-25.2pp | 67.9%-12.8pp |
| Annual return | -12.65% | 1.01%-13.7pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,326 | $3,184-58.4% | $4,951-73.2% | $2,596-48.9% |
| Participant deferral / active EE | $2,412 | $3,384-28.7% | $5,637-57.2% | $4,027-40.1% |
| Admin fee / account holder | $5,186 | $5,755-9.9% | $14,673-64.7% | $5,403-4.0% |