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 | $73,930 | $64,707+14.3% | $112,228-34.1% | $68,494+7.9% |
| Participation rate | 52.0% | 67.2%-15.2pp | 75.1%-23.1pp | 67.9%-15.9pp |
| Annual return | -19.42% | -11.40%-8.0pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,314 | $2,746-15.7% | $3,635-36.3% | $2,596-10.9% |
| Participant deferral / active EE | $5,065 | $3,565+42.1% | $4,728+7.1% | $4,027+25.8% |
| Admin fee / account holder | $4,282 | $5,232-18.2% | $6,410-33.2% | $5,403-20.7% |