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 | $83,675 | $64,707+29.3% | $112,228-25.4% | $68,494+22.2% |
| Participation rate | 45.8% | 67.2%-21.3pp | 75.1%-29.2pp | 67.9%-22.1pp |
| Annual return | -16.52% | -11.40%-5.1pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,139 | $2,746-22.1% | $3,635-41.1% | $2,596-17.6% |
| Participant deferral / active EE | $4,372 | $3,565+22.6% | $4,728-7.5% | $4,027+8.5% |
| Admin fee / account holder | $25,372 | $5,232+384.9% | $6,410+295.8% | $5,403+369.6% |