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 9-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 | $73,857 | $64,707+14.1% | $112,228-34.2% | $68,494+7.8% |
| Participation rate | 26.7% | 67.2%-40.5pp | 75.1%-48.4pp | 67.9%-41.2pp |
| Annual return | -17.94% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,661 | $2,746-3.1% | $3,635-26.8% | $2,596+2.5% |
| Participant deferral / active EE | $7,528 | $3,565+111.2% | $4,728+59.2% | $4,027+86.9% |
| Admin fee / account holder | $14,121 | $5,232+169.9% | $6,410+120.3% | $5,403+161.4% |