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 | $74,563 | $73,004+2.1% | $90,749-17.8% | $68,494+8.9% |
| Participation rate | 68.0% | 70.8%-2.8pp | 75.7%-7.7pp | 67.9%+0.1pp |
| Annual return | -15.72% | -13.81%-1.9pp | -12.16%-3.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,812 | $2,193-17.4% | $2,921-38.0% | $2,596-30.2% |
| Participant deferral / active EE | $2,915 | $3,627-19.6% | $4,564-36.1% | $4,027-27.6% |
| Admin fee / account holder | $1,205 | $5,896-79.6% | $8,445-85.7% | $5,403-77.7% |