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 | $72,193 | $42,894+68.3% | $60,874+18.6% | $68,494+5.4% |
| Participation rate | 57.5% | 66.8%-9.3pp | 73.1%-15.6pp | 67.9%-10.4pp |
| Annual return | -15.38% | -13.98%-1.4pp | 16.90%-32.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,304 | $1,978-34.1% | $2,701-51.7% | $2,596-49.8% |
| Participant deferral / active EE | $3,257 | $2,867+13.6% | $3,817-14.7% | $4,027-19.1% |
| Admin fee / account holder | $25,311 | $3,101+716.3% | $3,224+685.0% | $5,403+368.5% |