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 | $73,746 | $57,354+28.6% | $83,848-12.0% | $64,186+14.9% |
| Participation rate | 38.7% | 68.6%-29.9pp | 76.1%-37.4pp | 69.6%-30.9pp |
| Annual return | -5.88% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,091 | $2,545-17.8% | $3,631-42.4% | $2,381-12.2% |
| Participant deferral / active EE | $4,079 | $2,993+36.3% | $4,082-0.1% | $3,470+17.6% |
| Admin fee / account holder | $1,476 | $4,046-63.5% | $5,478-73.1% | $4,888-69.8% |