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 | $68,397 | $46,674+46.5% | $117,472-41.8% | $68,494-0.1% |
| Participation rate | 42.9% | 56.8%-13.9pp | 70.6%-27.7pp | 67.9%-25.0pp |
| Annual return | -17.94% | -14.52%-3.4pp | 29.74%-47.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,104 | $1,505-26.6% | $4,176-73.6% | $2,596-57.5% |
| Participant deferral / active EE | $3,591 | $2,636+36.2% | $4,070-11.8% | $4,027-10.8% |
| Admin fee / account holder | $8,060 | $4,020+100.5% | $5,645+42.8% | $5,403+49.2% |