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 | $106,266 | $64,707+64.2% | $112,228-5.3% | $68,494+55.1% |
| Participation rate | 48.3% | 67.2%-18.9pp | 75.1%-26.8pp | 67.9%-19.6pp |
| Annual return | -14.19% | -11.40%-2.8pp | 27.45%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,018 | $2,746-26.5% | $3,635-44.5% | $2,596-22.3% |
| Participant deferral / active EE | $3,099 | $3,565-13.1% | $4,728-34.5% | $4,027-23.1% |
| Admin fee / account holder | $611 | $5,232-88.3% | $6,410-90.5% | $5,403-88.7% |