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 | $76,268 | $54,350+40.3% | $82,719-7.8% | $68,494+11.3% |
| Participation rate | 37.0% | 63.9%-26.9pp | 72.6%-35.5pp | 67.9%-30.9pp |
| Annual return | -11.13% | -13.67%+2.5pp | 701.18%-712.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $274 | $2,218-87.6% | $3,009-90.9% | $2,596-89.4% |
| Participant deferral / active EE | $4,336 | $3,246+33.6% | $4,395-1.3% | $4,027+7.7% |
| Admin fee / account holder | $461 | $4,395-89.5% | $5,329-91.4% | $5,403-91.5% |