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 | $77,081 | $59,805+28.9% | $79,550-3.1% | $68,494+12.5% |
| Participation rate | 57.4% | 61.1%-3.6pp | 69.5%-12.0pp | 67.9%-10.4pp |
| Annual return | -16.24% | -12.30%-3.9pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,052 | $1,505-30.1% | $2,413-56.4% | $2,596-59.5% |
| Participant deferral / active EE | $3,189 | $3,024+5.4% | $3,985-20.0% | $4,027-20.8% |
| Admin fee / account holder | $14,536 | $4,835+200.7% | $6,832+112.8% | $5,403+169.0% |