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 | $73,291 | $59,805+22.6% | $79,550-7.9% | $68,494+7.0% |
| Participation rate | 66.3% | 61.1%+5.2pp | 69.5%-3.2pp | 67.9%-1.6pp |
| Annual return | -13.60% | -12.30%-1.3pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $914 | $1,505-39.3% | $2,413-62.1% | $2,596-64.8% |
| Participant deferral / active EE | $3,226 | $3,024+6.7% | $3,985-19.1% | $4,027-19.9% |
| Admin fee / account holder | $13,800 | $4,835+185.4% | $6,832+102.0% | $5,403+155.4% |