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 | $99,640 | $73,004+36.5% | $90,749+9.8% | $68,494+45.5% |
| Participation rate | 52.5% | 70.8%-18.3pp | 75.7%-23.2pp | 67.9%-15.4pp |
| Annual return | -15.03% | -13.81%-1.2pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,526 | $2,193-30.4% | $2,921-47.8% | $2,596-41.2% |
| Participant deferral / active EE | $3,624 | $3,627-0.1% | $4,564-20.6% | $4,027-10.0% |
| Admin fee / account holder | $6,551 | $5,896+11.1% | $8,445-22.4% | $5,403+21.3% |