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 | $107,563 | $64,707+66.2% | $112,228-4.2% | $68,494+57.0% |
| Participation rate | 52.8% | 67.2%-14.4pp | 75.1%-22.3pp | 67.9%-15.1pp |
| Annual return | -5.93% | -11.40%+5.5pp | 27.45%-33.4pp | -7.84%+1.9pp |
| Employer contribution / active EE | $1,218 | $2,746-55.6% | $3,635-66.5% | $2,596-53.1% |
| Participant deferral / active EE | $3,336 | $3,565-6.4% | $4,728-29.4% | $4,027-17.2% |
| Admin fee / account holder | $3,395 | $5,232-35.1% | $6,410-47.0% | $5,403-37.2% |