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 9-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 | $121,112 | $82,286+47.2% | $68,791+76.1% | $134,475-9.9% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -3.66% | -2.19%-1.5pp | -6.38%+2.7pp | 417.96%-421.6pp |
| Employer contribution / active EE | $1,772 | $3,301-46.3% | $2,655-33.3% | $4,740-62.6% |
| Participant deferral / active EE | $10,153 | $4,739+114.3% | $3,941+157.6% | $6,400+58.6% |
| Admin fee / account holder | $10,363 | $6,481+59.9% | $4,932+110.1% | $11,426-9.3% |