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 | $85,720 | $95,862-10.6% | $79,550+7.8% | $134,475-36.3% |
| Participation rate | 69.6% | 75.0%-5.5pp | 69.5%+0.1pp | 81.2%-11.7pp |
| Annual return | -19.77% | -2.69%-17.1pp | 0.16%-19.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,323 | $3,128-25.7% | $2,413-3.7% | $4,740-51.0% |
| Participant deferral / active EE | $6,921 | $4,693+47.5% | $3,985+73.7% | $6,400+8.2% |
| Admin fee / account holder | $1,386 | $9,126-84.8% | $6,832-79.7% | $11,426-87.9% |