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 | $79,985 | $81,900-2.3% | $119,609-33.1% | $68,494+16.8% |
| Participation rate | 69.8% | 71.9%-2.1pp | 79.3%-9.5pp | 67.9%+1.9pp |
| Annual return | -18.43% | -23.82%+5.4pp | -14.97%-3.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,932 | $2,693-28.3% | $4,232-54.3% | $2,596-25.6% |
| Participant deferral / active EE | $4,031 | $4,148-2.8% | $5,602-28.0% | $4,027+0.1% |
| Admin fee / account holder | $2,288 | $6,582-65.2% | $10,323-77.8% | $5,403-57.7% |