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 | $78,654 | $64,707+21.6% | $112,228-29.9% | $68,494+14.8% |
| Participation rate | 69.0% | 67.2%+1.8pp | 75.1%-6.1pp | 67.9%+1.1pp |
| Annual return | -12.31% | -11.40%-0.9pp | 27.45%-39.8pp | -7.84%-4.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,712 | $3,565-23.9% | $4,728-42.6% | $4,027-32.7% |
| Admin fee / account holder | $26,582 | $5,232+408.1% | $6,410+314.7% | $5,403+392.0% |