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 | $79,596 | $71,883+10.7% | $86,677-8.2% | $68,494+16.2% |
| Participation rate | 55.6% | 72.2%-16.7pp | 76.6%-21.0pp | 67.9%-12.3pp |
| Annual return | -17.63% | 3.52%-21.2pp | 35.91%-53.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,028 | $2,173-52.7% | $2,836-63.7% | $2,596-60.4% |
| Participant deferral / active EE | $5,573 | $3,779+47.5% | $4,656+19.7% | $4,027+38.4% |
| Admin fee / account holder | $12,161 | $6,112+99.0% | $7,493+62.3% | $5,403+125.1% |