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 | $100,593 | $81,900+22.8% | $119,609-15.9% | $68,494+46.9% |
| Participation rate | 57.5% | 71.9%-14.4pp | 79.3%-21.8pp | 67.9%-10.4pp |
| Annual return | -18.26% | -23.82%+5.6pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,449 | $4,148-16.8% | $5,602-38.4% | $4,027-14.4% |
| Admin fee / account holder | $1,755 | $6,582-73.3% | $10,323-83.0% | $5,403-67.5% |