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 | $100,094 | $64,707+54.7% | $112,228-10.8% | $68,494+46.1% |
| Participation rate | 35.6% | 67.2%-31.6pp | 75.1%-39.5pp | 67.9%-32.3pp |
| Annual return | -17.89% | -11.40%-6.5pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,250 | $2,746-54.5% | $3,635-65.6% | $2,596-51.9% |
| Participant deferral / active EE | $3,094 | $3,565-13.2% | $4,728-34.6% | $4,027-23.2% |
| Admin fee / account holder | $9,521 | $5,232+82.0% | $6,410+48.5% | $5,403+76.2% |