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 | $68,057 | $53,806+26.5% | $61,491+10.7% | $68,494-0.6% |
| Participation rate | 62.3% | 72.5%-10.2pp | 79.3%-17.0pp | 67.9%-5.6pp |
| Annual return | -13.39% | -15.68%+2.3pp | -12.98%-0.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,970 | $3,218+23.4% | $4,246-6.5% | $2,596+52.9% |
| Participant deferral / active EE | $4,792 | $3,678+30.3% | $5,188-7.6% | $4,027+19.0% |
| Admin fee / account holder | $1,145 | $5,999-80.9% | $4,312-73.4% | $5,403-78.8% |