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 | $78,104 | $73,867+5.7% | $143,757-45.7% | $68,494+14.0% |
| Participation rate | 61.9% | 66.7%-4.8pp | 80.3%-18.4pp | 67.9%-6.0pp |
| Annual return | -15.35% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,673 | $3,184-47.5% | $4,951-66.2% | $2,596-35.6% |
| Participant deferral / active EE | $3,984 | $3,384+17.7% | $5,637-29.3% | $4,027-1.1% |
| Admin fee / account holder | $39,485 | $5,755+586.1% | $14,673+169.1% | $5,403+630.8% |