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 | $89,490 | $110,094-18.7% | $151,611-41.0% | $68,494+30.7% |
| Participation rate | 64.5% | 84.0%-19.4pp | 87.5%-23.0pp | 67.9%-3.4pp |
| Annual return | -7.81% | -10.12%+2.3pp | 3.33%-11.1pp | -7.84%0pp |
| Employer contribution / active EE | $1,430 | $4,471-68.0% | $6,166-76.8% | $2,596-44.9% |
| Participant deferral / active EE | $4,821 | $6,527-26.1% | $8,363-42.4% | $4,027+19.7% |
| Admin fee / account holder | $11,338 | $7,719+46.9% | $11,616-2.4% | $5,403+109.9% |