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 | $78,749 | $42,383+85.8% | $76,523+2.9% | $64,186+22.7% |
| Participation rate | 30.6% | 58.1%-27.6pp | 68.0%-37.4pp | 69.6%-39.0pp |
| Annual return | -7.96% | -16.54%+8.6pp | -0.27%-7.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $624 | $1,563-60.1% | $2,647-76.4% | $2,381-73.8% |
| Participant deferral / active EE | $1,324 | $2,566-48.4% | $3,835-65.5% | $3,470-61.8% |
| Admin fee / account holder | $1,005 | $3,198-68.6% | $4,848-79.3% | $4,888-79.4% |