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 | $79,298 | $62,586+26.7% | $76,768+3.3% | $64,186+23.5% |
| Participation rate | 62.8% | 72.8%-10.0pp | 77.0%-14.1pp | 69.6%-6.7pp |
| Annual return | -4.47% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,321 | $1,832-27.9% | $2,485-46.8% | $2,381-44.5% |
| Participant deferral / active EE | $2,357 | $3,145-25.1% | $3,852-38.8% | $3,470-32.1% |
| Admin fee / account holder | $14,591 | $4,667+212.7% | $6,675+118.6% | $4,888+198.5% |