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 | $68,447 | $53,162+28.8% | $91,220-25.0% | $68,494-0.1% |
| Participation rate | 56.0% | 63.2%-7.2pp | 73.2%-17.2pp | 67.9%-11.8pp |
| Annual return | -13.92% | -3.14%-10.8pp | 114.01%-127.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,082 | $1,709-36.7% | $2,850-62.0% | $2,596-58.3% |
| Participant deferral / active EE | $1,965 | $2,974-33.9% | $4,234-53.6% | $4,027-51.2% |
| Admin fee / account holder | $3,633 | $4,493-19.1% | $5,420-33.0% | $5,403-32.8% |