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 | $79,719 | $73,004+9.2% | $90,749-12.2% | $68,494+16.4% |
| Participation rate | 52.9% | 70.8%-17.9pp | 75.7%-22.8pp | 67.9%-14.9pp |
| Annual return | -14.32% | -13.81%-0.5pp | -12.16%-2.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,346 | $2,193-38.6% | $2,921-53.9% | $2,596-48.2% |
| Participant deferral / active EE | $3,345 | $3,627-7.8% | $4,564-26.7% | $4,027-16.9% |
| Admin fee / account holder | $30,120 | $5,896+410.9% | $8,445+256.7% | $5,403+457.5% |