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 | $102,102 | $71,883+42.0% | $86,677+17.8% | $68,494+49.1% |
| Participation rate | 49.5% | 72.2%-22.8pp | 76.6%-27.1pp | 67.9%-18.4pp |
| Annual return | -14.58% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,155 | $2,173-46.8% | $2,836-59.3% | $2,596-55.5% |
| Participant deferral / active EE | $2,487 | $3,779-34.2% | $4,656-46.6% | $4,027-38.2% |
| Admin fee / account holder | $4,289 | $6,112-29.8% | $7,493-42.8% | $5,403-20.6% |