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 | $89,770 | $46,674+92.3% | $117,472-23.6% | $68,494+31.1% |
| Participation rate | 61.5% | 56.8%+4.8pp | 70.6%-9.0pp | 67.9%-6.3pp |
| Annual return | -16.66% | -14.52%-2.1pp | 29.74%-46.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,368 | $1,505-9.1% | $4,176-67.2% | $2,596-47.3% |
| Participant deferral / active EE | $3,328 | $2,636+26.3% | $4,070-18.2% | $4,027-17.4% |
| Admin fee / account holder | $12,391 | $4,020+208.2% | $5,645+119.5% | $5,403+129.3% |