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 | $117,715 | $59,805+96.8% | $79,550+48.0% | $68,494+71.9% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -12.23% | -12.30%+0.1pp | 0.16%-12.4pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,398 | $1,505-7.1% | $2,413-42.1% | $2,596-46.1% |
| Participant deferral / active EE | $1,835 | $3,024-39.3% | $3,985-54.0% | $4,027-54.4% |
| Admin fee / account holder | $19,711 | $4,835+307.7% | $6,832+188.5% | $5,403+264.8% |