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 | $65,516 | $64,707+1.3% | $112,228-41.6% | $68,494-4.3% |
| Participation rate | 63.9% | 67.2%-3.2pp | 75.1%-11.1pp | 67.9%-4.0pp |
| Annual return | -18.07% | -11.40%-6.7pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,322 | $2,746+21.0% | $3,635-8.6% | $2,596+28.0% |
| Participant deferral / active EE | $6,211 | $3,565+74.2% | $4,728+31.4% | $4,027+54.2% |
| Admin fee / account holder | $1,027 | $5,232-80.4% | $6,410-84.0% | $5,403-81.0% |