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 | $100,863 | $73,004+38.2% | $90,749+11.1% | $68,494+47.3% |
| Participation rate | 51.0% | 70.8%-19.8pp | 75.7%-24.6pp | 67.9%-16.8pp |
| Annual return | -11.74% | -13.81%+2.1pp | -12.16%+0.4pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,422 | $2,193-35.2% | $2,921-51.3% | $2,596-45.2% |
| Participant deferral / active EE | $3,136 | $3,627-13.5% | $4,564-31.3% | $4,027-22.1% |
| Admin fee / account holder | $3,273 | $5,896-44.5% | $8,445-61.2% | $5,403-39.4% |