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 | $123,066 | $71,883+71.2% | $86,677+42.0% | $68,494+79.7% |
| Participation rate | 68.3% | 72.2%-3.9pp | 76.6%-8.2pp | 67.9%+0.4pp |
| Annual return | -16.57% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,763 | $2,173-18.9% | $2,836-37.9% | $2,596-32.1% |
| Participant deferral / active EE | $4,051 | $3,779+7.2% | $4,656-13.0% | $4,027+0.6% |
| Admin fee / account holder | $3,226 | $6,112-47.2% | $7,493-56.9% | $5,403-40.3% |