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 | $73,803 | $81,900-9.9% | $119,609-38.3% | $68,494+7.7% |
| Participation rate | 54.8% | 71.9%-17.1pp | 79.3%-24.4pp | 67.9%-13.0pp |
| Annual return | -12.73% | -23.82%+11.1pp | -14.97%+2.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,430 | $4,148-41.4% | $5,602-56.6% | $4,027-39.7% |
| Admin fee / account holder | $2,857 | $6,582-56.6% | $10,323-72.3% | $5,403-47.1% |