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 | $71,343 | $56,357+26.6% | $104,294-31.6% | $68,494+4.2% |
| Participation rate | 50.0% | 63.3%-13.3pp | 73.3%-23.3pp | 67.9%-17.9pp |
| Annual return | -14.93% | -9.19%-5.7pp | 24.61%-39.5pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,779 | $1,960-9.3% | $3,372-47.2% | $2,596-31.5% |
| Participant deferral / active EE | $2,442 | $3,077-20.6% | $4,625-47.2% | $4,027-39.4% |
| Admin fee / account holder | $1,469 | $4,903-70.0% | $7,339-80.0% | $5,403-72.8% |