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 | $96,324 | $48,265+99.6% | $68,791+40.0% | $68,494+40.6% |
| Participation rate | 58.8% | 60.7%-1.9pp | 69.0%-10.2pp | 67.9%-9.1pp |
| Annual return | -14.75% | -12.71%-2.0pp | -6.38%-8.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,352 | $1,829-26.1% | $2,655-49.1% | $2,596-47.9% |
| Participant deferral / active EE | $1,972 | $2,867-31.2% | $3,941-50.0% | $4,027-51.0% |
| Admin fee / account holder | $21,950 | $4,355+404.0% | $4,932+345.1% | $5,403+306.3% |