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 | $117,419 | $81,900+43.4% | $119,609-1.8% | $68,494+71.4% |
| Participation rate | 62.5% | 71.9%-9.4pp | 79.3%-16.8pp | 67.9%-5.4pp |
| Annual return | -11.24% | -23.82%+12.6pp | -14.97%+3.7pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,843 | $2,693-31.6% | $4,232-56.4% | $2,596-29.0% |
| Participant deferral / active EE | $4,886 | $4,148+17.8% | $5,602-12.8% | $4,027+21.3% |
| Admin fee / account holder | $1,438 | $6,582-78.2% | $10,323-86.1% | $5,403-73.4% |