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 | $101,153 | $81,900+23.5% | $119,609-15.4% | $68,494+47.7% |
| Participation rate | 45.3% | 71.9%-26.5pp | 79.3%-33.9pp | 67.9%-22.5pp |
| Annual return | -12.80% | -23.82%+11.0pp | -14.97%+2.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,096 | $2,693-59.3% | $4,232-74.1% | $2,596-57.8% |
| Participant deferral / active EE | $2,675 | $4,148-35.5% | $5,602-52.2% | $4,027-33.6% |
| Admin fee / account holder | $8,332 | $6,582+26.6% | $10,323-19.3% | $5,403+54.2% |