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 | $52,267 | $54,350-3.8% | $82,719-36.8% | $68,494-23.7% |
| Participation rate | 64.1% | 63.9%+0.1pp | 72.6%-8.5pp | 67.9%-3.8pp |
| Annual return | -16.48% | -13.67%-2.8pp | 701.18%-717.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,094 | $2,218-5.6% | $3,009-30.4% | $2,596-19.3% |
| Participant deferral / active EE | $3,814 | $3,246+17.5% | $4,395-13.2% | $4,027-5.3% |
| Admin fee / account holder | $9,691 | $4,395+120.5% | $5,329+81.9% | $5,403+79.4% |