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 | $133,241 | $73,867+80.4% | $143,757-7.3% | $68,494+94.5% |
| Participation rate | 67.3% | 66.7%+0.6pp | 80.3%-13.0pp | 67.9%-0.6pp |
| Annual return | -17.38% | 1.01%-18.4pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,437 | $3,184-23.5% | $4,951-50.8% | $2,596-6.1% |
| Participant deferral / active EE | $5,246 | $3,384+55.0% | $5,637-6.9% | $4,027+30.3% |
| Admin fee / account holder | $2,536 | $5,755-55.9% | $14,673-82.7% | $5,403-53.1% |