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 | $81,355 | $72,607+12.0% | $90,749-10.4% | $66,914+21.6% |
| Participation rate | 60.6% | 73.7%-13.1pp | 75.7%-15.1pp | 69.8%-9.2pp |
| Annual return | -14.93% | -12.28%-2.6pp | -12.16%-2.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $653 | $2,369-72.4% | $2,921-77.6% | $2,544-74.3% |
| Participant deferral / active EE | $3,340 | $3,977-16.0% | $4,564-26.8% | $4,237-21.2% |
| Admin fee / account holder | $14,655 | $707+1972.0% | $8,445+73.5% | $593+2370.3% |