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 | $72,744 | $69,010+5.4% | $159,960-54.5% | $68,494+6.2% |
| Participation rate | 62.5% | 65.4%-2.9pp | 78.0%-15.5pp | 67.9%-5.4pp |
| Annual return | -16.81% | -9.65%-7.2pp | 408.60%-425.4pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,097 | $2,213-5.3% | $4,226-50.4% | $2,596-19.2% |
| Participant deferral / active EE | $4,892 | $4,212+16.1% | $6,182-20.9% | $4,027+21.5% |
| Admin fee / account holder | $1,585 | $4,798-67.0% | $8,698-81.8% | $5,403-70.7% |