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 | $67,169 | $64,707+3.8% | $112,228-40.1% | $68,494-1.9% |
| Participation rate | 43.1% | 67.2%-24.1pp | 75.1%-32.0pp | 67.9%-24.8pp |
| Annual return | -18.15% | -11.40%-6.7pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $750 | $2,746-72.7% | $3,635-79.4% | $2,596-71.1% |
| Participant deferral / active EE | $1,572 | $3,565-55.9% | $4,728-66.8% | $4,027-61.0% |
| Admin fee / account holder | $799 | $5,232-84.7% | $6,410-87.5% | $5,403-85.2% |