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 | $85,488 | $59,805+42.9% | $79,550+7.5% | $68,494+24.8% |
| Participation rate | 53.3% | 61.1%-7.7pp | 69.5%-16.2pp | 67.9%-14.6pp |
| Annual return | -15.40% | -12.30%-3.1pp | 0.16%-15.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,553 | $1,505+3.2% | $2,413-35.7% | $2,596-40.2% |
| Participant deferral / active EE | $3,921 | $3,024+29.6% | $3,985-1.6% | $4,027-2.6% |
| Admin fee / account holder | $1,858 | $4,835-61.6% | $6,832-72.8% | $5,403-65.6% |