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 | $79,082 | $81,900-3.4% | $119,609-33.9% | $68,494+15.5% |
| Participation rate | 66.0% | 71.9%-5.9pp | 79.3%-13.3pp | 67.9%-1.9pp |
| Annual return | -15.76% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,084 | $4,148-1.5% | $5,602-27.1% | $4,027+1.4% |
| Admin fee / account holder | $20,875 | $6,582+217.2% | $10,323+102.2% | $5,403+286.4% |