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 | $90,849 | $71,883+26.4% | $86,677+4.8% | $68,494+32.6% |
| Participation rate | 63.3% | 72.2%-8.9pp | 76.6%-13.2pp | 67.9%-4.6pp |
| Annual return | -14.21% | 3.52%-17.7pp | 35.91%-50.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,366 | $3,779+15.6% | $4,656-6.2% | $4,027+8.4% |
| Admin fee / account holder | $18,184 | $6,112+197.5% | $7,493+142.7% | $5,403+236.6% |