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 | $77,541 | $56,357+37.6% | $104,294-25.7% | $68,494+13.2% |
| Participation rate | 31.7% | 63.3%-31.5pp | 73.3%-41.6pp | 67.9%-36.2pp |
| Annual return | -10.74% | -9.19%-1.6pp | 24.61%-35.4pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,098 | $1,960-44.0% | $3,372-67.4% | $2,596-57.7% |
| Participant deferral / active EE | $2,781 | $3,077-9.6% | $4,625-39.9% | $4,027-30.9% |
| Admin fee / account holder | $5,413 | $4,903+10.4% | $7,339-26.2% | $5,403+0.2% |