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 | $111,657 | $56,357+98.1% | $104,294+7.1% | $68,494+63.0% |
| Participation rate | 41.5% | 63.3%-21.7pp | 73.3%-31.8pp | 67.9%-26.4pp |
| Annual return | -14.09% | -9.19%-4.9pp | 24.61%-38.7pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,213 | $1,960-38.1% | $3,372-64.0% | $2,596-53.3% |
| Participant deferral / active EE | $2,262 | $3,077-26.5% | $4,625-51.1% | $4,027-43.8% |
| Admin fee / account holder | $31,846 | $4,903+549.6% | $7,339+333.9% | $5,403+489.4% |