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 | $71,051 | $64,707+9.8% | $112,228-36.7% | $68,494+3.7% |
| Participation rate | 42.4% | 67.2%-24.7pp | 75.1%-32.6pp | 67.9%-25.5pp |
| Annual return | -18.21% | -11.40%-6.8pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $803 | $2,746-70.8% | $3,635-77.9% | $2,596-69.1% |
| Participant deferral / active EE | $2,425 | $3,565-32.0% | $4,728-48.7% | $4,027-39.8% |
| Admin fee / account holder | $460 | $5,232-91.2% | $6,410-92.8% | $5,403-91.5% |