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 | $74,237 | $73,004+1.7% | $90,749-18.2% | $68,494+8.4% |
| Participation rate | 64.5% | 70.8%-6.3pp | 75.7%-11.2pp | 67.9%-3.4pp |
| Annual return | -17.83% | -13.81%-4.0pp | -12.16%-5.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,740 | $2,193-20.7% | $2,921-40.4% | $2,596-33.0% |
| Participant deferral / active EE | $2,943 | $3,627-18.8% | $4,564-35.5% | $4,027-26.9% |
| Admin fee / account holder | $1,848 | $5,896-68.6% | $8,445-78.1% | $5,403-65.8% |