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 | $87,533 | $42,894+104.1% | $60,874+43.8% | $68,494+27.8% |
| Participation rate | 65.6% | 66.8%-1.2pp | 73.1%-7.6pp | 67.9%-2.3pp |
| Annual return | -17.38% | -13.98%-3.4pp | 16.90%-34.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,276 | $1,978-35.5% | $2,701-52.8% | $2,596-50.8% |
| Participant deferral / active EE | $3,967 | $2,867+38.4% | $3,817+3.9% | $4,027-1.5% |
| Admin fee / account holder | $7,566 | $3,101+144.0% | $3,224+134.7% | $5,403+40.0% |