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 | $113,758 | $64,707+75.8% | $112,228+1.4% | $68,494+66.1% |
| Participation rate | 34.8% | 67.2%-32.3pp | 75.1%-40.2pp | 67.9%-33.0pp |
| Annual return | -11.44% | -11.40%0pp | 27.45%-38.9pp | -7.84%-3.6pp |
| Employer contribution / active EE | $835 | $2,746-69.6% | $3,635-77.0% | $2,596-67.8% |
| Participant deferral / active EE | $1,824 | $3,565-48.8% | $4,728-61.4% | $4,027-54.7% |
| Admin fee / account holder | $23,441 | $5,232+348.0% | $6,410+265.7% | $5,403+333.9% |