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 | $54,310 | $53,162+2.2% | $91,220-40.5% | $68,494-20.7% |
| Participation rate | 68.4% | 63.2%+5.2pp | 73.2%-4.8pp | 67.9%+0.5pp |
| Annual return | -18.02% | -3.14%-14.9pp | 114.01%-132.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $708 | $1,709-58.6% | $2,850-75.2% | $2,596-72.7% |
| Participant deferral / active EE | $3,190 | $2,974+7.3% | $4,234-24.6% | $4,027-20.8% |
| Admin fee / account holder | $11,724 | $4,493+160.9% | $5,420+116.3% | $5,403+117.0% |