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 | $74,362 | $73,867+0.7% | $143,757-48.3% | $68,494+8.6% |
| Participation rate | 65.4% | 66.7%-1.3pp | 80.3%-14.9pp | 67.9%-2.5pp |
| Annual return | -15.30% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,917 | $3,184-39.8% | $4,951-61.3% | $2,596-26.2% |
| Participant deferral / active EE | $3,556 | $3,384+5.1% | $5,637-36.9% | $4,027-11.7% |
| Admin fee / account holder | $441 | $5,755-92.3% | $14,673-97.0% | $5,403-91.8% |