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 | $64,548 | $60,989+5.8% | $60,874+6.0% | $66,914-3.5% |
| Participation rate | 65.4% | 74.5%-9.1pp | 73.1%-7.7pp | 69.8%-4.4pp |
| Annual return | -13.93% | -9.60%-4.3pp | 16.90%-30.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,799 | $2,661-32.4% | $2,701-33.4% | $2,544-29.3% |
| Participant deferral / active EE | $3,870 | $3,615+7.1% | $3,817+1.4% | $4,237-8.7% |
| Admin fee / account holder | $3,773 | $338+1014.6% | $3,224+17.0% | $593+535.9% |