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 | $78,321 | $71,883+9.0% | $86,677-9.6% | $68,494+14.3% |
| Participation rate | 20.0% | 72.2%-52.2pp | 76.6%-56.6pp | 67.9%-47.9pp |
| Annual return | -11.66% | 3.52%-15.2pp | 35.91%-47.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,172 | $2,173-46.1% | $2,836-58.7% | $2,596-54.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $22,826 | $6,112+273.5% | $7,493+204.6% | $5,403+322.5% |