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 | $107,803 | $59,805+80.3% | $79,550+35.5% | $68,494+57.4% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.5%-1.6pp | 67.9%0pp |
| Annual return | -10.95% | -12.30%+1.4pp | 0.16%-11.1pp | -7.84%-3.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,303 | $3,024+42.3% | $3,985+8.0% | $4,027+6.8% |
| Admin fee / account holder | $22,129 | $4,835+357.7% | $6,832+223.9% | $5,403+309.6% |