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 | $72,369 | $71,883+0.7% | $86,677-16.5% | $68,494+5.7% |
| Participation rate | 57.4% | 72.2%-14.8pp | 76.6%-19.1pp | 67.9%-10.4pp |
| Annual return | -16.11% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,136 | $2,173-1.7% | $2,836-24.7% | $2,596-17.7% |
| Participant deferral / active EE | $3,888 | $3,779+2.9% | $4,656-16.5% | $4,027-3.4% |
| Admin fee / account holder | $16,136 | $6,112+164.0% | $7,493+115.3% | $5,403+198.7% |