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 | $60,408 | $54,229+11.4% | $70,092-13.8% | $68,494-11.8% |
| Participation rate | 47.2% | 64.5%-17.3pp | 70.5%-23.3pp | 67.9%-20.7pp |
| Annual return | -10.05% | -13.87%+3.8pp | 190.73%-200.8pp | -7.84%-2.2pp |
| Employer contribution / active EE | $2,149 | $2,018+6.5% | $2,559-16.0% | $2,596-17.2% |
| Participant deferral / active EE | $4,888 | $2,956+65.4% | $3,849+27.0% | $4,027+21.4% |
| Admin fee / account holder | $2,269 | $4,694-51.7% | $6,267-63.8% | $5,403-58.0% |