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 | $95,700 | $64,707+47.9% | $112,228-14.7% | $68,494+39.7% |
| Participation rate | 64.1% | 67.2%-3.0pp | 75.1%-11.0pp | 67.9%-3.8pp |
| Annual return | -8.95% | -11.40%+2.5pp | 27.45%-36.4pp | -7.84%-1.1pp |
| Employer contribution / active EE | $1,312 | $2,746-52.2% | $3,635-63.9% | $2,596-49.5% |
| Participant deferral / active EE | $3,497 | $3,565-1.9% | $4,728-26.0% | $4,027-13.2% |
| Admin fee / account holder | $3,301 | $5,232-36.9% | $6,410-48.5% | $5,403-38.9% |