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 | $85,038 | $92,222-7.8% | $76,768+10.8% | $135,375-37.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -6.59% | 5.46%-12.1pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,181 | $3,216-32.2% | $2,485-12.2% | $4,779-54.4% |
| Participant deferral / active EE | $4,932 | $4,509+9.4% | $3,852+28.0% | $5,609-12.1% |
| Admin fee / account holder | $5,789 | $10,748-46.1% | $6,675-13.3% | $10,827-46.5% |