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 | $116,013 | $110,094+5.4% | $151,611-23.5% | $68,494+69.4% |
| Participation rate | 69.7% | 84.0%-14.3pp | 87.5%-17.8pp | 67.9%+1.8pp |
| Annual return | -15.32% | -10.12%-5.2pp | 3.33%-18.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,032 | $4,471-32.2% | $6,166-50.8% | $2,596+16.8% |
| Participant deferral / active EE | $7,033 | $6,527+7.7% | $8,363-15.9% | $4,027+74.6% |
| Admin fee / account holder | $29,838 | $7,719+286.6% | $11,616+156.9% | $5,403+452.3% |