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 | $76,812 | $25,979+195.7% | $71,735+7.1% | $68,494+12.1% |
| Participation rate | 47.5% | 54.5%-7.0pp | 62.3%-14.9pp | 67.9%-20.4pp |
| Annual return | -14.86% | -15.10%+0.2pp | 9.14%-24.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,123 | $900+24.7% | $1,704-34.1% | $2,596-56.8% |
| Participant deferral / active EE | $2,450 | $1,522+61.0% | $2,658-7.8% | $4,027-39.2% |
| Admin fee / account holder | $3,392 | $2,022+67.8% | $3,974-14.6% | $5,403-37.2% |