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 | $99,455 | $64,707+53.7% | $112,228-11.4% | $68,494+45.2% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -12.54% | -11.40%-1.1pp | 27.45%-40.0pp | -7.84%-4.7pp |
| Employer contribution / active EE | $897 | $2,746-67.3% | $3,635-75.3% | $2,596-65.4% |
| Participant deferral / active EE | $4,487 | $3,565+25.9% | $4,728-5.1% | $4,027+11.4% |
| Admin fee / account holder | $10,357 | $5,232+98.0% | $6,410+61.6% | $5,403+91.7% |