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 | $70,103 | $64,707+8.3% | $112,228-37.5% | $68,494+2.3% |
| Participation rate | 68.4% | 67.2%+1.3pp | 75.1%-6.6pp | 67.9%+0.5pp |
| Annual return | -18.69% | -11.40%-7.3pp | 27.45%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,050 | $2,746+47.5% | $3,635+11.4% | $2,596+56.0% |
| Participant deferral / active EE | $8,865 | $3,565+148.7% | $4,728+87.5% | $4,027+120.1% |
| Admin fee / account holder | $17,691 | $5,232+238.1% | $6,410+176.0% | $5,403+227.5% |