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 | $85,842 | $73,004+17.6% | $90,749-5.4% | $68,494+25.3% |
| Participation rate | 65.9% | 70.8%-4.9pp | 75.7%-9.8pp | 67.9%-2.0pp |
| Annual return | -17.79% | -13.81%-4.0pp | -12.16%-5.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,289 | $2,193+4.4% | $2,921-21.6% | $2,596-11.8% |
| Participant deferral / active EE | $4,067 | $3,627+12.1% | $4,564-10.9% | $4,027+1.0% |
| Admin fee / account holder | $1,523 | $5,896-74.2% | $8,445-82.0% | $5,403-71.8% |