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 | $62,046 | $73,867-16.0% | $143,757-56.8% | $68,494-9.4% |
| Participation rate | 67.9% | 66.7%+1.3pp | 80.3%-12.4pp | 67.9%0pp |
| Annual return | -14.52% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,716 | $3,184-46.1% | $4,951-65.3% | $2,596-33.9% |
| Participant deferral / active EE | $6,336 | $3,384+87.2% | $5,637+12.4% | $4,027+57.3% |
| Admin fee / account holder | $25,723 | $5,755+347.0% | $14,673+75.3% | $5,403+376.1% |