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 | $77,184 | $71,883+7.4% | $86,677-11.0% | $68,494+12.7% |
| Participation rate | 65.5% | 72.2%-6.7pp | 76.6%-11.1pp | 67.9%-2.4pp |
| Annual return | -17.09% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $880 | $2,173-59.5% | $2,836-69.0% | $2,596-66.1% |
| Participant deferral / active EE | $2,897 | $3,779-23.3% | $4,656-37.8% | $4,027-28.1% |
| Admin fee / account holder | $7,259 | $6,112+18.8% | $7,493-3.1% | $5,403+34.4% |