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 | $77,098 | $64,707+19.1% | $112,228-31.3% | $68,494+12.6% |
| Participation rate | 54.9% | 67.2%-12.2pp | 75.1%-20.2pp | 67.9%-13.0pp |
| Annual return | -13.44% | -11.40%-2.0pp | 27.45%-40.9pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,047 | $2,746-25.4% | $3,635-43.7% | $2,596-21.1% |
| Participant deferral / active EE | $4,149 | $3,565+16.4% | $4,728-12.3% | $4,027+3.0% |
| Admin fee / account holder | $1,884 | $5,232-64.0% | $6,410-70.6% | $5,403-65.1% |