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 | $105,336 | $64,707+62.8% | $112,228-6.1% | $68,494+53.8% |
| Participation rate | 43.9% | 67.2%-23.3pp | 75.1%-31.2pp | 67.9%-24.0pp |
| Annual return | -17.59% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $791 | $2,746-71.2% | $3,635-78.2% | $2,596-69.5% |
| Participant deferral / active EE | $3,510 | $3,565-1.5% | $4,728-25.8% | $4,027-12.8% |
| Admin fee / account holder | $4,472 | $5,232-14.5% | $6,410-30.2% | $5,403-17.2% |