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 | $89,423 | $46,674+91.6% | $117,472-23.9% | $68,494+30.6% |
| Participation rate | 40.4% | 56.8%-16.4pp | 70.6%-30.2pp | 67.9%-27.5pp |
| Annual return | -16.48% | -14.52%-2.0pp | 29.74%-46.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $425 | $1,505-71.7% | $4,176-89.8% | $2,596-83.6% |
| Participant deferral / active EE | $1,396 | $2,636-47.0% | $4,070-65.7% | $4,027-65.3% |
| Admin fee / account holder | $3,525 | $4,020-12.3% | $5,645-37.6% | $5,403-34.8% |