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 | $72,654 | $73,004-0.5% | $90,749-19.9% | $68,494+6.1% |
| Participation rate | 65.8% | 70.8%-5.1pp | 75.7%-9.9pp | 67.9%-2.1pp |
| Annual return | -18.40% | -13.81%-4.6pp | -12.16%-6.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,137 | $2,193-48.2% | $2,921-61.1% | $2,596-56.2% |
| Participant deferral / active EE | $4,208 | $3,627+16.0% | $4,564-7.8% | $4,027+4.5% |
| Admin fee / account holder | $8,818 | $5,896+49.6% | $8,445+4.4% | $5,403+63.2% |