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 | $82,925 | $71,883+15.4% | $86,677-4.3% | $68,494+21.1% |
| Participation rate | 59.4% | 72.2%-12.8pp | 76.6%-17.2pp | 67.9%-8.5pp |
| Annual return | -16.20% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $587 | $2,173-73.0% | $2,836-79.3% | $2,596-77.4% |
| Participant deferral / active EE | $3,900 | $3,779+3.2% | $4,656-16.2% | $4,027-3.1% |
| Admin fee / account holder | $2,119 | $6,112-65.3% | $7,493-71.7% | $5,403-60.8% |