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 | $181,076 | $81,900+121.1% | $119,609+51.4% | $68,494+164.4% |
| Participation rate | 61.1% | 71.9%-10.8pp | 79.3%-18.1pp | 67.9%-6.8pp |
| Annual return | -14.37% | -23.82%+9.4pp | -14.97%+0.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,553 | $2,693-42.3% | $4,232-63.3% | $2,596-40.2% |
| Participant deferral / active EE | $3,965 | $4,148-4.4% | $5,602-29.2% | $4,027-1.6% |
| Admin fee / account holder | $46,486 | $6,582+606.3% | $10,323+350.3% | $5,403+760.4% |