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 | $103,108 | $81,900+25.9% | $119,609-13.8% | $68,494+50.5% |
| Participation rate | 44.0% | 71.9%-27.9pp | 79.3%-35.3pp | 67.9%-23.9pp |
| Annual return | -9.12% | -23.82%+14.7pp | -14.97%+5.8pp | -7.84%-1.3pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,139 | $4,148-24.3% | $5,602-44.0% | $4,027-22.0% |
| Admin fee / account holder | $2,063 | $6,582-68.7% | $10,323-80.0% | $5,403-61.8% |