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 | $85,888 | $71,883+19.5% | $86,677-0.9% | $68,494+25.4% |
| Participation rate | 67.8% | 72.2%-4.4pp | 76.6%-8.8pp | 67.9%-0.1pp |
| Annual return | -7.36% | 3.52%-10.9pp | 35.91%-43.3pp | -7.84%+0.5pp |
| Employer contribution / active EE | $1,686 | $2,173-22.4% | $2,836-40.6% | $2,596-35.1% |
| Participant deferral / active EE | $2,528 | $3,779-33.1% | $4,656-45.7% | $4,027-37.2% |
| Admin fee / account holder | $13,913 | $6,112+127.6% | $7,493+85.7% | $5,403+157.5% |