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 | $74,405 | $59,805+24.4% | $79,550-6.5% | $68,494+8.6% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.5%-29.5pp | 67.9%-27.9pp |
| Annual return | -16.74% | -12.30%-4.4pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,600 | $3,024-47.1% | $3,985-59.9% | $4,027-60.3% |
| Admin fee / account holder | $5,896 | $4,835+22.0% | $6,832-13.7% | $5,403+9.1% |