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 | $98,899 | $73,867+33.9% | $143,757-31.2% | $68,494+44.4% |
| Participation rate | 56.0% | 66.7%-10.7pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | -10.49% | 1.01%-11.5pp | -0.04%-10.4pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,184 | $3,184-62.8% | $4,951-76.1% | $2,596-54.4% |
| Participant deferral / active EE | $2,407 | $3,384-28.9% | $5,637-57.3% | $4,027-40.2% |
| Admin fee / account holder | $5,301 | $5,755-7.9% | $14,673-63.9% | $5,403-1.9% |