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 | $99,783 | $81,900+21.8% | $119,609-16.6% | $68,494+45.7% |
| Participation rate | 59.0% | 71.9%-12.9pp | 79.3%-20.2pp | 67.9%-8.9pp |
| Annual return | -15.15% | -23.82%+8.7pp | -14.97%-0.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,968 | $4,148+19.8% | $5,602-11.3% | $4,027+23.4% |
| Admin fee / account holder | $13,076 | $6,582+98.7% | $10,323+26.7% | $5,403+142.0% |