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 | $127,190 | $54,229+134.5% | $70,092+81.5% | $68,494+85.7% |
| Participation rate | 55.9% | 64.5%-8.6pp | 70.5%-14.5pp | 67.9%-12.0pp |
| Annual return | -15.16% | -13.87%-1.3pp | 190.73%-205.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,083 | $2,018-46.3% | $2,559-57.7% | $2,596-58.3% |
| Participant deferral / active EE | $4,060 | $2,956+37.4% | $3,849+5.5% | $4,027+0.8% |
| Admin fee / account holder | $24,527 | $4,694+422.5% | $6,267+291.4% | $5,403+354.0% |