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 | $84,682 | $64,707+30.9% | $112,228-24.5% | $68,494+23.6% |
| Participation rate | 55.9% | 67.2%-11.3pp | 75.1%-19.2pp | 67.9%-12.0pp |
| Annual return | -16.74% | -11.40%-5.3pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,888 | $2,746-31.3% | $3,635-48.1% | $2,596-27.3% |
| Participant deferral / active EE | $3,269 | $3,565-8.3% | $4,728-30.9% | $4,027-18.8% |
| Admin fee / account holder | $1,087 | $5,232-79.2% | $6,410-83.0% | $5,403-79.9% |