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 | $99,151 | $59,805+65.8% | $79,550+24.6% | $68,494+44.8% |
| Participation rate | 55.1% | 61.1%-6.0pp | 69.5%-14.4pp | 67.9%-12.8pp |
| Annual return | -16.86% | -12.30%-4.6pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,886 | $3,024+28.5% | $3,985-2.5% | $4,027-3.5% |
| Admin fee / account holder | $11,239 | $4,835+132.5% | $6,832+64.5% | $5,403+108.0% |