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 | $87,510 | $81,900+6.9% | $119,609-26.8% | $68,494+27.8% |
| Participation rate | 45.7% | 71.9%-26.2pp | 79.3%-33.5pp | 67.9%-22.2pp |
| Annual return | -4.39% | -23.82%+19.4pp | -14.97%+10.6pp | -7.84%+3.5pp |
| Employer contribution / active EE | $2,359 | $2,693-12.4% | $4,232-44.3% | $2,596-9.2% |
| Participant deferral / active EE | $4,532 | $4,148+9.3% | $5,602-19.1% | $4,027+12.5% |
| Admin fee / account holder | $7,663 | $6,582+16.4% | $10,323-25.8% | $5,403+41.8% |