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 | $80,326 | $64,119+25.3% | $112,228-28.4% | $66,914+20.0% |
| Participation rate | 64.3% | 68.5%-4.1pp | 75.1%-10.7pp | 69.8%-5.5pp |
| Annual return | -17.54% | -13.81%-3.7pp | 27.45%-45.0pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,908 | $3,005-36.5% | $3,635-47.5% | $2,544-25.0% |
| Participant deferral / active EE | $3,725 | $3,693+0.9% | $4,728-21.2% | $4,237-12.1% |
| Admin fee / account holder | $876 | $625+40.1% | $6,410-86.3% | $593+47.6% |