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 | $82,106 | $46,674+75.9% | $117,472-30.1% | $68,494+19.9% |
| Participation rate | 42.3% | 56.8%-14.5pp | 70.6%-28.3pp | 67.9%-25.6pp |
| Annual return | -19.04% | -14.52%-4.5pp | 29.74%-48.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $895 | $1,505-40.5% | $4,176-78.6% | $2,596-65.5% |
| Participant deferral / active EE | $2,543 | $2,636-3.5% | $4,070-37.5% | $4,027-36.9% |
| Admin fee / account holder | $7,051 | $4,020+75.4% | $5,645+24.9% | $5,403+30.5% |