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 | $84,137 | $73,004+15.3% | $90,749-7.3% | $68,494+22.8% |
| Participation rate | 64.1% | 70.8%-6.7pp | 75.7%-11.6pp | 67.9%-3.8pp |
| Annual return | -13.05% | -13.81%+0.8pp | -12.16%-0.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,315 | $2,193-40.1% | $2,921-55.0% | $2,596-49.4% |
| Participant deferral / active EE | $2,265 | $3,627-37.5% | $4,564-50.4% | $4,027-43.7% |
| Admin fee / account holder | $16,142 | $5,896+173.8% | $8,445+91.1% | $5,403+198.8% |