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 | $77,657 | $54,350+42.9% | $82,719-6.1% | $68,494+13.4% |
| Participation rate | 64.0% | 63.9%+0.1pp | 72.6%-8.6pp | 67.9%-3.9pp |
| Annual return | -16.83% | -13.67%-3.2pp | 701.18%-718.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,542 | $2,218-30.5% | $3,009-48.7% | $2,596-40.6% |
| Participant deferral / active EE | $3,561 | $3,246+9.7% | $4,395-19.0% | $4,027-11.6% |
| Admin fee / account holder | $4,028 | $4,395-8.4% | $5,329-24.4% | $5,403-25.5% |