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 | $64,665 | $42,894+50.8% | $60,874+6.2% | $68,494-5.6% |
| Participation rate | 68.3% | 66.8%+1.5pp | 73.1%-4.8pp | 67.9%+0.4pp |
| Annual return | -12.38% | -13.98%+1.6pp | 16.90%-29.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,898 | $2,867+36.0% | $3,817+2.1% | $4,027-3.2% |
| Admin fee / account holder | $15,574 | $3,101+402.3% | $3,224+383.0% | $5,403+188.3% |