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 | $86,407 | $64,706+33.5% | $112,244-23.0% | $68,498+26.1% |
| Participation rate | 68.0% | 67.1%+0.9pp | 75.1%-7.1pp | 67.9%+0.1pp |
| Annual return | -8.98% | -11.40%+2.4pp | 27.46%-36.4pp | -7.84%-1.1pp |
| Employer contribution / active EE | $1,577 | $2,746-42.6% | $3,635-56.6% | $2,596-39.3% |
| Participant deferral / active EE | $7,123 | $3,565+99.8% | $4,728+50.7% | $4,027+76.9% |
| Admin fee / account holder | $35,090 | $5,231+570.8% | $6,411+447.4% | $5,403+549.5% |