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 | $59,288 | $69,010-14.1% | $159,960-62.9% | $68,494-13.4% |
| Participation rate | 68.4% | 65.4%+3.0pp | 78.0%-9.5pp | 67.9%+0.5pp |
| Annual return | -17.26% | -9.65%-7.6pp | 408.60%-425.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,346 | $2,213-39.2% | $4,226-68.1% | $2,596-48.1% |
| Participant deferral / active EE | $3,585 | $4,212-14.9% | $6,182-42.0% | $4,027-11.0% |
| Admin fee / account holder | $7,409 | $4,798+54.4% | $8,698-14.8% | $5,403+37.1% |