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 | $90,624 | $56,484+60.4% | $169,463-46.5% | $64,186+41.2% |
| Participation rate | 55.6% | 64.5%-9.0pp | 77.8%-22.2pp | 69.6%-14.0pp |
| Annual return | -6.48% | -1.55%-4.9pp | 1.83%-8.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,056 | $1,832+12.2% | $4,159-50.6% | $2,381-13.7% |
| Participant deferral / active EE | $5,138 | $3,448+49.0% | $5,277-2.6% | $3,470+48.1% |
| Admin fee / account holder | $16,044 | $4,174+284.4% | $9,109+76.1% | $4,888+228.2% |