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 | $70,306 | $71,883-2.2% | $86,677-18.9% | $68,494+2.6% |
| Participation rate | 65.4% | 72.2%-6.8pp | 76.6%-11.1pp | 67.9%-2.5pp |
| Annual return | -9.88% | 3.52%-13.4pp | 35.91%-45.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $1,147 | $2,173-47.2% | $2,836-59.6% | $2,596-55.8% |
| Participant deferral / active EE | $2,846 | $3,779-24.7% | $4,656-38.9% | $4,027-29.3% |
| Admin fee / account holder | $6,086 | $6,112-0.4% | $7,493-18.8% | $5,403+12.6% |