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 | $82,398 | $59,805+37.8% | $79,550+3.6% | $68,494+20.3% |
| Participation rate | 55.8% | 61.1%-5.3pp | 69.5%-13.7pp | 67.9%-12.1pp |
| Annual return | -19.37% | -12.30%-7.1pp | 0.16%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,411 | $1,505-6.2% | $2,413-41.5% | $2,596-45.6% |
| Participant deferral / active EE | $3,175 | $3,024+5.0% | $3,985-20.3% | $4,027-21.2% |
| Admin fee / account holder | $16,580 | $4,835+242.9% | $6,832+142.7% | $5,403+206.9% |