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 | $79,940 | $81,900-2.4% | $119,609-33.2% | $68,494+16.7% |
| Participation rate | 69.6% | 71.9%-2.3pp | 79.3%-9.7pp | 67.9%+1.7pp |
| Annual return | -12.60% | -23.82%+11.2pp | -14.97%+2.4pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,858 | $2,693-31.0% | $4,232-56.1% | $2,596-28.4% |
| Participant deferral / active EE | $2,943 | $4,148-29.1% | $5,602-47.5% | $4,027-26.9% |
| Admin fee / account holder | $3,209 | $6,582-51.3% | $10,323-68.9% | $5,403-40.6% |