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 | $126,052 | $64,707+94.8% | $112,228+12.3% | $68,494+84.0% |
| Participation rate | 58.5% | 67.2%-8.7pp | 75.1%-16.6pp | 67.9%-9.4pp |
| Annual return | -16.57% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,791 | $2,746-34.8% | $3,635-50.7% | $2,596-31.0% |
| Participant deferral / active EE | $3,002 | $3,565-15.8% | $4,728-36.5% | $4,027-25.4% |
| Admin fee / account holder | $16,456 | $5,232+214.5% | $6,410+156.7% | $5,403+204.6% |