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 | $112,904 | $81,900+37.9% | $119,609-5.6% | $68,494+64.8% |
| Participation rate | 23.7% | 71.9%-48.2pp | 79.3%-55.6pp | 67.9%-44.2pp |
| Annual return | -13.51% | -23.82%+10.3pp | -14.97%+1.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $730 | $2,693-72.9% | $4,232-82.8% | $2,596-71.9% |
| Participant deferral / active EE | $1,934 | $4,148-53.4% | $5,602-65.5% | $4,027-52.0% |
| Admin fee / account holder | $4,292 | $6,582-34.8% | $10,323-58.4% | $5,403-20.6% |