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 | $78,428 | $64,707+21.2% | $112,228-30.1% | $68,494+14.5% |
| Participation rate | 43.6% | 67.2%-23.5pp | 75.1%-31.4pp | 67.9%-24.3pp |
| Annual return | -13.99% | -11.40%-2.6pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,390 | $2,746-49.4% | $3,635-61.8% | $2,596-46.5% |
| Participant deferral / active EE | $1,895 | $3,565-46.8% | $4,728-59.9% | $4,027-52.9% |
| Admin fee / account holder | $7,850 | $5,232+50.0% | $6,410+22.5% | $5,403+45.3% |