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 | $104,581 | $64,707+61.6% | $112,228-6.8% | $68,494+52.7% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -10.30% | -11.40%+1.1pp | 27.45%-37.8pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,256 | $2,746-54.3% | $3,635-65.5% | $2,596-51.6% |
| Participant deferral / active EE | $2,676 | $3,565-24.9% | $4,728-43.4% | $4,027-33.6% |
| Admin fee / account holder | $1,626 | $5,232-68.9% | $6,410-74.6% | $5,403-69.9% |