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 | $85,657 | $69,010+24.1% | $159,960-46.5% | $68,494+25.1% |
| Participation rate | 59.6% | 65.4%-5.8pp | 78.0%-18.3pp | 67.9%-8.2pp |
| Annual return | -18.18% | -9.65%-8.5pp | 408.60%-426.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $485 | $2,213-78.1% | $4,226-88.5% | $2,596-81.3% |
| Participant deferral / active EE | $3,670 | $4,212-12.9% | $6,182-40.6% | $4,027-8.9% |
| Admin fee / account holder | $1,645 | $4,798-65.7% | $8,698-81.1% | $5,403-69.5% |