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 | $72,092 | $64,707+11.4% | $112,228-35.8% | $68,494+5.3% |
| Participation rate | 61.0% | 67.2%-6.2pp | 75.1%-14.1pp | 67.9%-6.9pp |
| Annual return | -18.92% | -11.40%-7.5pp | 27.45%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,245 | $2,746-18.2% | $3,635-38.2% | $2,596-13.5% |
| Participant deferral / active EE | $6,078 | $3,565+70.5% | $4,728+28.6% | $4,027+50.9% |
| Admin fee / account holder | $2,346 | $5,232-55.2% | $6,410-63.4% | $5,403-56.6% |