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 | $67,191 | $71,883-6.5% | $86,677-22.5% | $68,494-1.9% |
| Participation rate | 68.4% | 72.2%-3.8pp | 76.6%-8.2pp | 67.9%+0.5pp |
| Annual return | -15.22% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,348 | $2,173-38.0% | $2,836-52.5% | $2,596-48.1% |
| Participant deferral / active EE | $2,888 | $3,779-23.6% | $4,656-38.0% | $4,027-28.3% |
| Admin fee / account holder | $9,504 | $6,112+55.5% | $7,493+26.8% | $5,403+75.9% |