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 | $146,197 | $64,707+125.9% | $112,228+30.3% | $68,494+113.4% |
| Participation rate | 36.7% | 67.2%-30.5pp | 75.1%-38.4pp | 67.9%-31.2pp |
| Annual return | -10.78% | -11.40%+0.6pp | 27.45%-38.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,452 | $2,746-47.1% | $3,635-60.1% | $2,596-44.1% |
| Participant deferral / active EE | $4,527 | $3,565+27.0% | $4,728-4.3% | $4,027+12.4% |
| Admin fee / account holder | $9,650 | $5,232+84.4% | $6,410+50.5% | $5,403+78.6% |