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 | $95,607 | $56,357+69.6% | $104,294-8.3% | $68,494+39.6% |
| Participation rate | 50.0% | 63.3%-13.3pp | 73.3%-23.3pp | 67.9%-17.9pp |
| Annual return | -12.78% | -9.19%-3.6pp | 24.61%-37.4pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,872 | $1,960-4.5% | $3,372-44.5% | $2,596-27.9% |
| Participant deferral / active EE | $3,257 | $3,077+5.9% | $4,625-29.6% | $4,027-19.1% |
| Admin fee / account holder | $2,122 | $4,903-56.7% | $7,339-71.1% | $5,403-60.7% |