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 | $78,471 | $71,883+9.2% | $86,677-9.5% | $68,494+14.6% |
| Participation rate | 64.9% | 72.2%-7.4pp | 76.6%-11.7pp | 67.9%-3.0pp |
| Annual return | -13.29% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,532 | $2,173-29.5% | $2,836-46.0% | $2,596-41.0% |
| Participant deferral / active EE | $2,119 | $3,779-43.9% | $4,656-54.5% | $4,027-47.4% |
| Admin fee / account holder | $17,005 | $6,112+178.2% | $7,493+126.9% | $5,403+214.8% |