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 | $74,336 | $64,707+14.9% | $112,228-33.8% | $68,494+8.5% |
| Participation rate | 63.9% | 67.2%-3.3pp | 75.1%-11.2pp | 67.9%-4.0pp |
| Annual return | -15.09% | -11.40%-3.7pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $715 | $2,746-74.0% | $3,635-80.3% | $2,596-72.5% |
| Participant deferral / active EE | $3,395 | $3,565-4.8% | $4,728-28.2% | $4,027-15.7% |
| Admin fee / account holder | $10,432 | $5,232+99.4% | $6,410+62.7% | $5,403+93.1% |