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 | $142,423 | $73,004+95.1% | $90,749+56.9% | $68,494+107.9% |
| Participation rate | 57.7% | 70.8%-13.1pp | 75.7%-18.0pp | 67.9%-10.2pp |
| Annual return | -18.41% | -13.81%-4.6pp | -12.16%-6.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,416 | $2,193-35.4% | $2,921-51.5% | $2,596-45.5% |
| Participant deferral / active EE | $3,296 | $3,627-9.1% | $4,564-27.8% | $4,027-18.2% |
| Admin fee / account holder | $26,267 | $5,896+345.5% | $8,445+211.1% | $5,403+386.2% |