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 | $63,315 | $42,383+49.4% | $76,523-17.3% | $64,186-1.4% |
| Participation rate | 69.6% | 58.1%+11.4pp | 68.0%+1.6pp | 69.6%0pp |
| Annual return | -6.59% | -16.54%+9.9pp | -0.27%-6.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,216 | $1,563+41.8% | $2,647-16.3% | $2,381-6.9% |
| Participant deferral / active EE | $3,799 | $2,566+48.0% | $3,835-1.0% | $3,470+9.5% |
| Admin fee / account holder | $1,631 | $3,198-49.0% | $4,848-66.4% | $4,888-66.6% |