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 | $98,477 | $46,674+111.0% | $117,472-16.2% | $68,494+43.8% |
| Participation rate | 43.6% | 56.8%-13.2pp | 70.6%-27.0pp | 67.9%-24.3pp |
| Annual return | -13.17% | -14.52%+1.3pp | 29.74%-42.9pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,557 | $1,505+3.5% | $4,176-62.7% | $2,596-40.0% |
| Participant deferral / active EE | $3,493 | $2,636+32.5% | $4,070-14.2% | $4,027-13.3% |
| Admin fee / account holder | $31,172 | $4,020+675.5% | $5,645+452.2% | $5,403+477.0% |