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 | $84,720 | $71,883+17.9% | $86,677-2.3% | $68,494+23.7% |
| Participation rate | 50.8% | 72.2%-21.4pp | 76.6%-25.8pp | 67.9%-17.1pp |
| Annual return | -17.35% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,824 | $2,173-16.1% | $2,836-35.7% | $2,596-29.8% |
| Participant deferral / active EE | $3,708 | $3,779-1.9% | $4,656-20.4% | $4,027-7.9% |
| Admin fee / account holder | $938 | $6,112-84.7% | $7,493-87.5% | $5,403-82.6% |