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 | $74,771 | $46,674+60.2% | $117,472-36.3% | $68,494+9.2% |
| Participation rate | 57.9% | 56.8%+1.1pp | 70.6%-12.7pp | 67.9%-10.0pp |
| Annual return | -12.37% | -14.52%+2.2pp | 29.74%-42.1pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,831 | $1,505+21.7% | $4,176-56.2% | $2,596-29.5% |
| Participant deferral / active EE | $4,275 | $2,636+62.2% | $4,070+5.0% | $4,027+6.2% |
| Admin fee / account holder | $20,315 | $4,020+405.4% | $5,645+259.9% | $5,403+276.0% |