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 | $121,357 | $81,900+48.2% | $119,609+1.5% | $68,494+77.2% |
| Participation rate | 67.6% | 71.9%-4.3pp | 79.3%-11.7pp | 67.9%-0.3pp |
| Annual return | -13.99% | -23.82%+9.8pp | -14.97%+1.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,248 | $2,693-53.7% | $4,232-70.5% | $2,596-51.9% |
| Participant deferral / active EE | $3,591 | $4,148-13.4% | $5,602-35.9% | $4,027-10.8% |
| Admin fee / account holder | $8,992 | $6,582+36.6% | $10,323-12.9% | $5,403+66.4% |