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 | $69,704 | $56,357+23.7% | $104,294-33.2% | $68,494+1.8% |
| Participation rate | 68.3% | 63.3%+5.0pp | 73.3%-5.0pp | 67.9%+0.4pp |
| Annual return | -17.27% | -9.19%-8.1pp | 24.61%-41.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,752 | $1,960-10.6% | $3,372-48.0% | $2,596-32.5% |
| Participant deferral / active EE | $3,066 | $3,077-0.4% | $4,625-33.7% | $4,027-23.9% |
| Admin fee / account holder | $3,297 | $4,903-32.7% | $7,339-55.1% | $5,403-39.0% |