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 | $81,041 | $59,805+35.5% | $79,550+1.9% | $68,494+18.3% |
| Participation rate | 30.6% | 61.1%-30.5pp | 69.5%-38.9pp | 67.9%-37.3pp |
| Annual return | -13.23% | -12.30%-0.9pp | 0.16%-13.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,048 | $1,505-30.4% | $2,413-56.6% | $2,596-59.7% |
| Participant deferral / active EE | $1,641 | $3,024-45.8% | $3,985-58.8% | $4,027-59.3% |
| Admin fee / account holder | $11,356 | $4,835+134.9% | $6,832+66.2% | $5,403+110.2% |