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 | $68,447 | $54,350+25.9% | $82,719-17.3% | $68,494-0.1% |
| Participation rate | 68.4% | 63.9%+4.5pp | 72.6%-4.1pp | 67.9%+0.5pp |
| Annual return | -16.40% | -13.67%-2.7pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,751 | $2,218-21.1% | $3,009-41.8% | $2,596-32.6% |
| Participant deferral / active EE | $2,916 | $3,246-10.2% | $4,395-33.7% | $4,027-27.6% |
| Admin fee / account holder | $9,054 | $4,395+106.0% | $5,329+69.9% | $5,403+67.6% |