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 | $81,446 | $56,357+44.5% | $104,294-21.9% | $68,494+18.9% |
| Participation rate | 44.3% | 63.3%-19.0pp | 73.3%-29.0pp | 67.9%-23.6pp |
| Annual return | -10.60% | -9.19%-1.4pp | 24.61%-35.2pp | -7.84%-2.8pp |
| Employer contribution / active EE | $1,358 | $1,960-30.7% | $3,372-59.7% | $2,596-47.7% |
| Participant deferral / active EE | $1,981 | $3,077-35.6% | $4,625-57.2% | $4,027-50.8% |
| Admin fee / account holder | $13,215 | $4,903+169.6% | $7,339+80.1% | $5,403+144.6% |