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 | $120,658 | $81,900+47.3% | $119,609+0.9% | $68,494+76.2% |
| Participation rate | 26.9% | 71.9%-45.0pp | 79.3%-52.3pp | 67.9%-41.0pp |
| Annual return | -13.90% | -23.82%+9.9pp | -14.97%+1.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,096 | $2,693-59.3% | $4,232-74.1% | $2,596-57.8% |
| Participant deferral / active EE | $2,193 | $4,148-47.1% | $5,602-60.9% | $4,027-45.5% |
| Admin fee / account holder | $28,842 | $6,582+338.2% | $10,323+179.4% | $5,403+433.8% |