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 | $104,573 | $81,900+27.7% | $119,609-12.6% | $68,494+52.7% |
| Participation rate | 65.6% | 71.9%-6.3pp | 79.3%-13.6pp | 67.9%-2.3pp |
| Annual return | -15.25% | -23.82%+8.6pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,560 | $2,693-42.1% | $4,232-63.1% | $2,596-39.9% |
| Participant deferral / active EE | $3,886 | $4,148-6.3% | $5,602-30.6% | $4,027-3.5% |
| Admin fee / account holder | $3,259 | $6,582-50.5% | $10,323-68.4% | $5,403-39.7% |