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 | $80,708 | $71,883+12.3% | $86,677-6.9% | $68,494+17.8% |
| Participation rate | 57.1% | 72.2%-15.1pp | 76.6%-19.4pp | 67.9%-10.7pp |
| Annual return | -10.83% | 3.52%-14.4pp | 35.91%-46.7pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,391 | $2,173-36.0% | $2,836-51.0% | $2,596-46.4% |
| Participant deferral / active EE | $3,848 | $3,779+1.8% | $4,656-17.4% | $4,027-4.5% |
| Admin fee / account holder | $14,117 | $6,112+131.0% | $7,493+88.4% | $5,403+161.3% |