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 | $71,699 | $69,518+3.1% | $59,878+19.7% | $135,375-47.0% |
| Participation rate | 64.3% | 77.8%-13.5pp | 74.7%-10.4pp | 82.6%-18.4pp |
| Annual return | -6.78% | 7.94%-14.7pp | 3.46%-10.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $469 | $3,235-85.5% | $2,722-82.8% | $4,779-90.2% |
| Participant deferral / active EE | $4,086 | $4,206-2.8% | $3,402+20.1% | $5,609-27.1% |
| Admin fee / account holder | $4,135 | $5,734-27.9% | $3,590+15.2% | $10,827-61.8% |