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 | $84,679 | $54,229+56.2% | $70,092+20.8% | $68,494+23.6% |
| Participation rate | 28.4% | 64.5%-36.1pp | 70.5%-42.1pp | 67.9%-39.5pp |
| Annual return | -18.46% | -13.87%-4.6pp | 190.73%-209.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $822 | $2,018-59.3% | $2,559-67.9% | $2,596-68.4% |
| Participant deferral / active EE | $1,722 | $2,956-41.7% | $3,849-55.3% | $4,027-57.2% |
| Admin fee / account holder | $26,477 | $4,694+464.0% | $6,267+322.5% | $5,403+390.1% |