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 | $65,138 | $64,707+0.7% | $112,228-42.0% | $68,494-4.9% |
| Participation rate | 36.2% | 67.2%-31.0pp | 75.1%-38.9pp | 67.9%-31.7pp |
| Annual return | -18.57% | -11.40%-7.2pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,480 | $2,746-46.1% | $3,635-59.3% | $2,596-43.0% |
| Participant deferral / active EE | $2,811 | $3,565-21.2% | $4,728-40.5% | $4,027-30.2% |
| Admin fee / account holder | $5,940 | $5,232+13.5% | $6,410-7.3% | $5,403+9.9% |