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 | $70,137 | $81,900-14.4% | $119,609-41.4% | $68,494+2.4% |
| Participation rate | 48.0% | 71.9%-23.9pp | 79.3%-31.3pp | 67.9%-19.9pp |
| Annual return | -12.41% | -23.82%+11.4pp | -14.97%+2.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $7,036 | $2,693+161.2% | $4,232+66.3% | $2,596+171.0% |
| Participant deferral / active EE | $5,735 | $4,148+38.3% | $5,602+2.4% | $4,027+42.4% |
| Admin fee / account holder | $5,192 | $6,582-21.1% | $10,323-49.7% | $5,403-3.9% |