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 | $99,497 | $71,883+38.4% | $86,677+14.8% | $68,494+45.3% |
| Participation rate | 40.7% | 72.2%-31.6pp | 76.6%-35.9pp | 67.9%-27.2pp |
| Annual return | -18.11% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,812 | $2,173-16.6% | $2,836-36.1% | $2,596-30.2% |
| Participant deferral / active EE | $3,386 | $3,779-10.4% | $4,656-27.3% | $4,027-15.9% |
| Admin fee / account holder | $5,441 | $6,112-11.0% | $7,493-27.4% | $5,403+0.7% |