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 | $108,554 | $62,586+73.4% | $76,768+41.4% | $64,186+69.1% |
| Participation rate | 48.0% | 72.8%-24.8pp | 77.0%-29.0pp | 69.6%-21.6pp |
| Annual return | -4.83% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,858 | $1,832+1.4% | $2,485-25.2% | $2,381-21.9% |
| Participant deferral / active EE | $2,580 | $3,145-18.0% | $3,852-33.0% | $3,470-25.6% |
| Admin fee / account holder | $16,176 | $4,667+246.6% | $6,675+142.3% | $4,888+230.9% |