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 | $71,695 | $56,357+27.2% | $104,294-31.3% | $68,494+4.7% |
| Participation rate | 56.8% | 63.3%-6.4pp | 73.3%-16.4pp | 67.9%-11.1pp |
| Annual return | -12.33% | -9.19%-3.1pp | 24.61%-36.9pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,455 | $1,960-25.8% | $3,372-56.8% | $2,596-44.0% |
| Participant deferral / active EE | $1,669 | $3,077-45.8% | $4,625-63.9% | $4,027-58.6% |
| Admin fee / account holder | $1,568 | $4,903-68.0% | $7,339-78.6% | $5,403-71.0% |