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 | $106,295 | $54,229+96.0% | $70,092+51.7% | $68,494+55.2% |
| Participation rate | 53.9% | 64.5%-10.6pp | 70.5%-16.5pp | 67.9%-14.0pp |
| Annual return | -16.70% | -13.87%-2.8pp | 190.73%-207.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,823 | $2,018-9.7% | $2,559-28.8% | $2,596-29.8% |
| Participant deferral / active EE | $3,067 | $2,956+3.8% | $3,849-20.3% | $4,027-23.8% |
| Admin fee / account holder | $11,623 | $4,694+147.6% | $6,267+85.5% | $5,403+115.1% |