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 | $75,679 | $59,805+26.5% | $79,550-4.9% | $68,494+10.5% |
| Participation rate | 53.2% | 61.1%-7.9pp | 69.5%-16.3pp | 67.9%-14.7pp |
| Annual return | -8.11% | -12.30%+4.2pp | 0.16%-8.3pp | -7.84%-0.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,228 | $3,024+6.7% | $3,985-19.0% | $4,027-19.8% |
| Admin fee / account holder | $1,984 | $4,835-59.0% | $6,832-71.0% | $5,403-63.3% |