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 | $84,868 | $79,633+6.6% | $93,789-9.5% | $68,494+23.9% |
| Participation rate | 60.0% | 75.4%-15.4pp | 81.0%-21.0pp | 67.9%-7.9pp |
| Annual return | -18.03% | -0.10%-17.9pp | -11.33%-6.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,308 | $3,665-64.3% | $4,323-69.7% | $2,596-49.6% |
| Participant deferral / active EE | $4,062 | $5,158-21.2% | $6,094-33.4% | $4,027+0.9% |
| Admin fee / account holder | $8,410 | $6,871+22.4% | $7,195+16.9% | $5,403+55.7% |