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 | $98,401 | $81,900+20.1% | $119,609-17.7% | $68,494+43.7% |
| Participation rate | 63.0% | 71.9%-8.9pp | 79.3%-16.3pp | 67.9%-4.9pp |
| Annual return | -15.76% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,475 | $2,693-45.2% | $4,232-65.2% | $2,596-43.2% |
| Participant deferral / active EE | $3,672 | $4,148-11.5% | $5,602-34.4% | $4,027-8.8% |
| Admin fee / account holder | $1,144 | $6,582-82.6% | $10,323-88.9% | $5,403-78.8% |