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 | $76,435 | $81,900-6.7% | $119,609-36.1% | $68,494+11.6% |
| Participation rate | 68.1% | 71.9%-3.8pp | 79.3%-11.2pp | 67.9%+0.2pp |
| Annual return | -12.63% | -23.82%+11.2pp | -14.97%+2.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,355 | $2,693-12.6% | $4,232-44.3% | $2,596-9.3% |
| Participant deferral / active EE | $6,193 | $4,148+49.3% | $5,602+10.5% | $4,027+53.8% |
| Admin fee / account holder | $15,325 | $6,582+132.8% | $10,323+48.4% | $5,403+183.7% |