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 | $76,847 | $71,883+6.9% | $86,677-11.3% | $68,494+12.2% |
| Participation rate | 60.0% | 72.2%-12.2pp | 76.6%-16.6pp | 67.9%-7.9pp |
| Annual return | -10.77% | 3.52%-14.3pp | 35.91%-46.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,108 | $2,173-49.0% | $2,836-60.9% | $2,596-57.3% |
| Participant deferral / active EE | $5,611 | $3,779+48.5% | $4,656+20.5% | $4,027+39.3% |
| Admin fee / account holder | $4,629 | $6,112-24.3% | $7,493-38.2% | $5,403-14.3% |