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 | $82,461 | $71,883+14.7% | $86,677-4.9% | $68,494+20.4% |
| Participation rate | 60.0% | 72.2%-12.2pp | 76.6%-16.6pp | 67.9%-7.9pp |
| Annual return | -17.35% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $889 | $2,173-59.1% | $2,836-68.7% | $2,596-65.8% |
| Participant deferral / active EE | $3,344 | $3,779-11.5% | $4,656-28.2% | $4,027-17.0% |
| Admin fee / account holder | $20,554 | $6,112+236.3% | $7,493+174.3% | $5,403+280.4% |