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 | $76,343 | $81,900-6.8% | $119,609-36.2% | $68,494+11.5% |
| Participation rate | 55.3% | 71.9%-16.6pp | 79.3%-24.0pp | 67.9%-12.6pp |
| Annual return | -15.77% | -23.82%+8.0pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,785 | $2,693-33.7% | $4,232-57.8% | $2,596-31.2% |
| Participant deferral / active EE | $3,949 | $4,148-4.8% | $5,602-29.5% | $4,027-1.9% |
| Admin fee / account holder | $19,060 | $6,582+189.6% | $10,323+84.6% | $5,403+252.8% |