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 | $85,281 | $64,707+31.8% | $112,228-24.0% | $68,494+24.5% |
| Participation rate | 39.5% | 67.2%-27.7pp | 75.1%-35.6pp | 67.9%-28.4pp |
| Annual return | -12.68% | -11.40%-1.3pp | 27.45%-40.1pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,385 | $2,746-49.6% | $3,635-61.9% | $2,596-46.7% |
| Participant deferral / active EE | $3,513 | $3,565-1.5% | $4,728-25.7% | $4,027-12.8% |
| Admin fee / account holder | $7,700 | $5,232+47.2% | $6,410+20.1% | $5,403+42.5% |