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 | $70,281 | $62,586+12.3% | $76,768-8.4% | $64,186+9.5% |
| Participation rate | 63.6% | 72.8%-9.2pp | 77.0%-13.3pp | 69.6%-5.9pp |
| Annual return | -6.41% | -1.95%-4.5pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,011 | $3,145-36.0% | $3,852-47.8% | $3,470-42.0% |
| Admin fee / account holder | $12,271 | $4,667+162.9% | $6,675+83.8% | $4,888+151.0% |