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 | $83,774 | $54,229+54.5% | $70,092+19.5% | $68,494+22.3% |
| Participation rate | 67.1% | 64.5%+2.6pp | 70.5%-3.4pp | 67.9%-0.8pp |
| Annual return | -12.66% | -13.87%+1.2pp | 190.73%-203.4pp | -7.84%-4.8pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,481 | $2,956-49.9% | $3,849-61.5% | $4,027-63.2% |
| Admin fee / account holder | $4,368 | $4,694-7.0% | $6,267-30.3% | $5,403-19.2% |