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 | $79,321 | $73,867+7.4% | $143,757-44.8% | $68,494+15.8% |
| Participation rate | 59.6% | 66.7%-7.0pp | 80.3%-20.7pp | 67.9%-8.3pp |
| Annual return | -16.21% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,090 | $3,184-34.4% | $4,951-57.8% | $2,596-19.5% |
| Participant deferral / active EE | $4,136 | $3,384+22.2% | $5,637-26.6% | $4,027+2.7% |
| Admin fee / account holder | $10,866 | $5,755+88.8% | $14,673-25.9% | $5,403+101.1% |