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 | $79,768 | $64,707+23.3% | $112,228-28.9% | $68,494+16.5% |
| Participation rate | 53.3% | 67.2%-13.8pp | 75.1%-21.7pp | 67.9%-14.6pp |
| Annual return | -13.55% | -11.40%-2.1pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $951 | $2,746-65.4% | $3,635-73.8% | $2,596-63.4% |
| Participant deferral / active EE | $2,326 | $3,565-34.8% | $4,728-50.8% | $4,027-42.2% |
| Admin fee / account holder | $1,424 | $5,232-72.8% | $6,410-77.8% | $5,403-73.6% |