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 | $85,070 | $65,435+30.0% | $86,677-1.9% | $66,914+27.1% |
| Participation rate | 48.0% | 75.5%-27.5pp | 76.6%-28.6pp | 69.8%-21.8pp |
| Annual return | -12.20% | -10.89%-1.3pp | 35.91%-48.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $846 | $2,153-60.7% | $2,836-70.2% | $2,544-66.7% |
| Participant deferral / active EE | $3,447 | $4,100-15.9% | $4,656-26.0% | $4,237-18.6% |
| Admin fee / account holder | $5,239 | $642+716.7% | $7,493-30.1% | $593+783.2% |