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 | $69,820 | $54,229+28.8% | $70,092-0.4% | $68,494+1.9% |
| Participation rate | 57.1% | 64.5%-7.3pp | 70.5%-13.3pp | 67.9%-10.7pp |
| Annual return | -15.43% | -13.87%-1.6pp | 190.73%-206.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $797 | $2,018-60.5% | $2,559-68.9% | $2,596-69.3% |
| Participant deferral / active EE | $3,264 | $2,956+10.4% | $3,849-15.2% | $4,027-19.0% |
| Admin fee / account holder | $3,103 | $4,694-33.9% | $6,267-50.5% | $5,403-42.6% |