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 | $90,009 | $71,883+25.2% | $86,677+3.8% | $68,494+31.4% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -11.02% | 3.52%-14.5pp | 35.91%-46.9pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,293 | $2,173-40.5% | $2,836-54.4% | $2,596-50.2% |
| Participant deferral / active EE | $2,988 | $3,779-20.9% | $4,656-35.8% | $4,027-25.8% |
| Admin fee / account holder | $35,461 | $6,112+480.2% | $7,493+373.2% | $5,403+556.4% |