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 | $108,279 | $59,805+81.1% | $79,550+36.1% | $68,494+58.1% |
| Participation rate | 53.6% | 61.1%-7.4pp | 69.5%-15.9pp | 67.9%-14.3pp |
| Annual return | -15.13% | -12.30%-2.8pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,083 | $1,505-28.0% | $2,413-55.1% | $2,596-58.3% |
| Participant deferral / active EE | $5,910 | $3,024+95.4% | $3,985+48.3% | $4,027+46.8% |
| Admin fee / account holder | $24,613 | $4,835+409.1% | $6,832+260.2% | $5,403+355.6% |