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 | $96,959 | $48,265+100.9% | $68,791+40.9% | $68,494+41.6% |
| Participation rate | 58.2% | 60.7%-2.4pp | 69.0%-10.8pp | 67.9%-9.7pp |
| Annual return | -12.77% | -12.71%-0.1pp | -6.38%-6.4pp | -7.84%-4.9pp |
| Employer contribution / active EE | $892 | $1,829-51.2% | $2,655-66.4% | $2,596-65.7% |
| Participant deferral / active EE | $2,986 | $2,867+4.2% | $3,941-24.2% | $4,027-25.8% |
| Admin fee / account holder | $18,227 | $4,355+318.5% | $4,932+269.6% | $5,403+237.4% |