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 | $126,566 | $142,344-11.1% | $119,609+5.8% | $134,475-5.9% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.3%-24.7pp | 81.2%-26.7pp |
| Annual return | -6.08% | -12.44%+6.4pp | -14.97%+8.9pp | 417.96%-424.0pp |
| Employer contribution / active EE | $1,496 | $5,222-71.4% | $4,232-64.7% | $4,740-68.4% |
| Participant deferral / active EE | $2,953 | $6,469-54.4% | $5,602-47.3% | $6,400-53.9% |
| Admin fee / account holder | $10,077 | $13,584-25.8% | $10,323-2.4% | $11,426-11.8% |