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 | $115,436 | $64,707+78.4% | $112,228+2.9% | $68,494+68.5% |
| Participation rate | 30.4% | 67.2%-36.7pp | 75.1%-44.6pp | 67.9%-37.5pp |
| Annual return | -13.99% | -11.40%-2.6pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,367 | $2,746-50.2% | $3,635-62.4% | $2,596-47.4% |
| Participant deferral / active EE | $2,933 | $3,565-17.7% | $4,728-38.0% | $4,027-27.2% |
| Admin fee / account holder | $13,227 | $5,232+152.8% | $6,410+106.3% | $5,403+144.8% |