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 | $74,596 | $45,863+62.6% | $77,024-3.2% | $68,494+8.9% |
| Participation rate | 40.5% | 55.9%-15.4pp | 67.9%-27.4pp | 67.9%-27.4pp |
| Annual return | -16.08% | 1.72%-17.8pp | 42.32%-58.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,711 | $1,650+3.7% | $2,812-39.2% | $2,596-34.1% |
| Participant deferral / active EE | $4,329 | $2,962+46.1% | $4,426-2.2% | $4,027+7.5% |
| Admin fee / account holder | $1,733 | $3,041-43.0% | $5,425-68.1% | $5,403-67.9% |