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 | $77,914 | $72,607+7.3% | $90,749-14.1% | $66,914+16.4% |
| Participation rate | 68.3% | 73.7%-5.4pp | 75.7%-7.4pp | 69.8%-1.5pp |
| Annual return | -15.10% | -12.28%-2.8pp | -12.16%-2.9pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,604 | $2,369-32.3% | $2,921-45.1% | $2,544-37.0% |
| Participant deferral / active EE | $6,458 | $3,977+62.4% | $4,564+41.5% | $4,237+52.4% |
| Admin fee / account holder | $1,641 | $707+132.0% | $8,445-80.6% | $593+176.6% |