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 | $78,150 | $81,900-4.6% | $119,609-34.7% | $68,494+14.1% |
| Participation rate | 46.4% | 71.9%-25.5pp | 79.3%-32.8pp | 67.9%-21.5pp |
| Annual return | -15.90% | -23.82%+7.9pp | -14.97%-0.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,511 | $2,693-43.9% | $4,232-64.3% | $2,596-41.8% |
| Participant deferral / active EE | $2,623 | $4,148-36.8% | $5,602-53.2% | $4,027-34.9% |
| Admin fee / account holder | $524 | $6,582-92.0% | $10,323-94.9% | $5,403-90.3% |