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 | $69,678 | $64,707+7.7% | $112,228-37.9% | $68,494+1.7% |
| Participation rate | 55.7% | 67.2%-11.5pp | 75.1%-19.4pp | 67.9%-12.2pp |
| Annual return | -19.34% | -11.40%-7.9pp | 27.45%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,854 | $2,746-32.5% | $3,635-49.0% | $2,596-28.6% |
| Participant deferral / active EE | $3,125 | $3,565-12.3% | $4,728-33.9% | $4,027-22.4% |
| Admin fee / account holder | $2,737 | $5,232-47.7% | $6,410-57.3% | $5,403-49.3% |