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 | $92,003 | $46,674+97.1% | $117,472-21.7% | $68,494+34.3% |
| Participation rate | 32.3% | 56.8%-24.5pp | 70.6%-38.3pp | 67.9%-35.6pp |
| Annual return | -15.59% | -14.52%-1.1pp | 29.74%-45.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $889 | $1,505-40.9% | $4,176-78.7% | $2,596-65.8% |
| Participant deferral / active EE | $1,939 | $2,636-26.5% | $4,070-52.4% | $4,027-51.9% |
| Admin fee / account holder | $3,585 | $4,020-10.8% | $5,645-36.5% | $5,403-33.6% |