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 | $87,177 | $59,805+45.8% | $79,550+9.6% | $68,494+27.3% |
| Participation rate | 49.1% | 61.1%-12.0pp | 69.5%-20.4pp | 67.9%-18.8pp |
| Annual return | -17.85% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,151 | $1,505-23.5% | $2,413-52.3% | $2,596-55.7% |
| Participant deferral / active EE | $3,727 | $3,024+23.2% | $3,985-6.5% | $4,027-7.5% |
| Admin fee / account holder | $4,274 | $4,835-11.6% | $6,832-37.5% | $5,403-20.9% |