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 | $67,746 | $46,674+45.1% | $117,472-42.3% | $68,494-1.1% |
| Participation rate | 46.9% | 56.8%-9.8pp | 70.6%-23.6pp | 67.9%-20.9pp |
| Annual return | -17.43% | -14.52%-2.9pp | 29.74%-47.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,306 | $1,505-13.2% | $4,176-68.7% | $2,596-49.7% |
| Participant deferral / active EE | $2,852 | $2,636+8.2% | $4,070-29.9% | $4,027-29.2% |
| Admin fee / account holder | $4,776 | $4,020+18.8% | $5,645-15.4% | $5,403-11.6% |