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 | $71,501 | $69,010+3.6% | $159,960-55.3% | $68,494+4.4% |
| Participation rate | 58.6% | 65.4%-6.8pp | 78.0%-19.4pp | 67.9%-9.3pp |
| Annual return | -12.02% | -9.65%-2.4pp | 408.60%-420.6pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,647 | $2,213-25.6% | $4,226-61.0% | $2,596-36.6% |
| Participant deferral / active EE | $3,210 | $4,212-23.8% | $6,182-48.1% | $4,027-20.3% |
| Admin fee / account holder | $18,270 | $4,798+280.8% | $8,698+110.1% | $5,403+238.2% |