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 | $106,354 | $81,900+29.9% | $119,609-11.1% | $68,494+55.3% |
| Participation rate | 46.8% | 71.9%-25.1pp | 79.3%-32.5pp | 67.9%-21.1pp |
| Annual return | -18.76% | -23.82%+5.1pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,914 | $2,693-28.9% | $4,232-54.8% | $2,596-26.3% |
| Participant deferral / active EE | $5,959 | $4,148+43.7% | $5,602+6.4% | $4,027+48.0% |
| Admin fee / account holder | $6,995 | $6,582+6.3% | $10,323-32.2% | $5,403+29.5% |