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 | $67,497 | $45,863+47.2% | $77,024-12.4% | $68,494-1.5% |
| Participation rate | 51.4% | 55.9%-4.5pp | 67.9%-16.5pp | 67.9%-16.5pp |
| Annual return | -13.02% | 1.72%-14.7pp | 42.32%-55.3pp | -7.84%-5.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,499 | $2,962+18.1% | $4,426-20.9% | $4,027-13.1% |
| Admin fee / account holder | $22,571 | $3,041+642.3% | $5,425+316.0% | $5,403+317.8% |