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 | $78,317 | $84,527-7.3% | $67,711+15.7% | $125,391-37.5% |
| Participation rate | 58.3% | 74.8%-16.5pp | 67.5%-9.2pp | 83.2%-24.9pp |
| Annual return | -3.35% | 2.57%-5.9pp | 25.41%-28.8pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,896 | $3,292-42.4% | $2,559-25.9% | $4,866-61.0% |
| Participant deferral / active EE | $3,294 | $4,429-25.6% | $3,585-8.1% | $5,352-38.4% |
| Admin fee / account holder | $21,900 | $5,340+310.1% | $4,255+414.7% | $9,540+129.6% |