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 | $93,856 | $64,707+45.0% | $112,228-16.4% | $68,494+37.0% |
| Participation rate | 41.2% | 67.2%-26.0pp | 75.1%-33.9pp | 67.9%-26.7pp |
| Annual return | -16.44% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,662 | $2,746-39.5% | $3,635-54.3% | $2,596-36.0% |
| Participant deferral / active EE | $1,543 | $3,565-56.7% | $4,728-67.4% | $4,027-61.7% |
| Admin fee / account holder | $2,797 | $5,232-46.5% | $6,410-56.4% | $5,403-48.2% |