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 | $67,827 | $69,010-1.7% | $159,960-57.6% | $68,494-1.0% |
| Participation rate | 65.8% | 65.4%+0.4pp | 78.0%-12.2pp | 67.9%-2.1pp |
| Annual return | -16.23% | -9.65%-6.6pp | 408.60%-424.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,921 | $2,213-13.2% | $4,226-54.5% | $2,596-26.0% |
| Participant deferral / active EE | $4,111 | $4,212-2.4% | $6,182-33.5% | $4,027+2.1% |
| Admin fee / account holder | $2,955 | $4,798-38.4% | $8,698-66.0% | $5,403-45.3% |