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 | $73,157 | $57,354+27.6% | $83,848-12.7% | $64,186+14.0% |
| Participation rate | 55.6% | 68.6%-13.1pp | 76.1%-20.6pp | 69.6%-14.0pp |
| Annual return | -7.11% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,257 | $2,545-11.3% | $3,631-37.8% | $2,381-5.2% |
| Participant deferral / active EE | $5,370 | $2,993+79.4% | $4,082+31.6% | $3,470+54.8% |
| Admin fee / account holder | $393 | $4,046-90.3% | $5,478-92.8% | $4,888-92.0% |