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 | $80,331 | $81,900-1.9% | $119,609-32.8% | $68,494+17.3% |
| Participation rate | 61.5% | 71.9%-10.4pp | 79.3%-17.7pp | 67.9%-6.3pp |
| Annual return | -15.88% | -23.82%+7.9pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,441 | $4,148-17.0% | $5,602-38.6% | $4,027-14.6% |
| Admin fee / account holder | $3,189 | $6,582-51.5% | $10,323-69.1% | $5,403-41.0% |