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 | $67,966 | $64,707+5.0% | $112,228-39.4% | $68,494-0.8% |
| Participation rate | 37.5% | 67.2%-29.7pp | 75.1%-37.6pp | 67.9%-30.4pp |
| Annual return | -15.39% | -11.40%-4.0pp | 27.45%-42.8pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,092 | $2,746-60.2% | $3,635-70.0% | $2,596-57.9% |
| Participant deferral / active EE | $2,717 | $3,565-23.8% | $4,728-42.5% | $4,027-32.5% |
| Admin fee / account holder | $11,016 | $5,232+110.5% | $6,410+71.9% | $5,403+103.9% |