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 | $97,436 | $71,883+35.5% | $86,677+12.4% | $68,494+42.3% |
| Participation rate | 53.3% | 72.2%-19.0pp | 76.6%-23.3pp | 67.9%-14.6pp |
| Annual return | -18.07% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $771 | $2,173-64.5% | $2,836-72.8% | $2,596-70.3% |
| Participant deferral / active EE | $2,565 | $3,779-32.1% | $4,656-44.9% | $4,027-36.3% |
| Admin fee / account holder | $3,565 | $6,112-41.7% | $7,493-52.4% | $5,403-34.0% |