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 | $73,613 | $64,707+13.8% | $112,228-34.4% | $68,494+7.5% |
| Participation rate | 42.9% | 67.2%-24.3pp | 75.1%-32.2pp | 67.9%-25.0pp |
| Annual return | -14.63% | -11.40%-3.2pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,248 | $2,746-18.1% | $3,635-38.2% | $2,596-13.4% |
| Participant deferral / active EE | $5,051 | $3,565+41.7% | $4,728+6.8% | $4,027+25.4% |
| Admin fee / account holder | $8,607 | $5,232+64.5% | $6,410+34.3% | $5,403+59.3% |