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 | $56,273 | $54,229+3.8% | $70,092-19.7% | $68,494-17.8% |
| Participation rate | 56.3% | 64.5%-8.2pp | 70.5%-14.2pp | 67.9%-11.6pp |
| Annual return | -15.89% | -13.87%-2.0pp | 190.73%-206.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,354 | $2,018-32.9% | $2,559-47.1% | $2,596-47.8% |
| Participant deferral / active EE | $2,589 | $2,956-12.4% | $3,849-32.7% | $4,027-35.7% |
| Admin fee / account holder | $6,975 | $4,694+48.6% | $6,267+11.3% | $5,403+29.1% |