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 | $120,323 | $48,265+149.3% | $68,791+74.9% | $68,494+75.7% |
| Participation rate | 54.3% | 60.7%-6.4pp | 69.0%-14.7pp | 67.9%-13.6pp |
| Annual return | -8.51% | -12.71%+4.2pp | -6.38%-2.1pp | -7.84%-0.7pp |
| Employer contribution / active EE | $1,782 | $1,829-2.6% | $2,655-32.9% | $2,596-31.4% |
| Participant deferral / active EE | $3,105 | $2,867+8.3% | $3,941-21.2% | $4,027-22.9% |
| Admin fee / account holder | $28,358 | $4,355+551.1% | $4,932+475.0% | $5,403+424.9% |