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 | $77,939 | $73,004+6.8% | $90,749-14.1% | $68,494+13.8% |
| Participation rate | 57.1% | 70.8%-13.7pp | 75.7%-18.5pp | 67.9%-10.7pp |
| Annual return | -13.15% | -13.81%+0.7pp | -12.16%-1.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,899 | $3,627+7.5% | $4,564-14.6% | $4,027-3.2% |
| Admin fee / account holder | $28,048 | $5,896+375.7% | $8,445+232.1% | $5,403+419.1% |