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 | $98,235 | $54,229+81.1% | $70,092+40.2% | $68,494+43.4% |
| Participation rate | 45.7% | 64.5%-18.8pp | 70.5%-24.8pp | 67.9%-22.2pp |
| Annual return | -14.84% | -13.87%-1.0pp | 190.73%-205.6pp | -7.84%-7.0pp |
| Employer contribution / active EE | $820 | $2,018-59.4% | $2,559-68.0% | $2,596-68.4% |
| Participant deferral / active EE | $2,743 | $2,956-7.2% | $3,849-28.7% | $4,027-31.9% |
| Admin fee / account holder | $758 | $4,694-83.9% | $6,267-87.9% | $5,403-86.0% |