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 | $104,593 | $56,484+85.2% | $169,463-38.3% | $64,186+63.0% |
| Participation rate | 25.6% | 64.5%-38.9pp | 77.8%-52.1pp | 69.6%-43.9pp |
| Annual return | -4.60% | -1.55%-3.0pp | 1.83%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,371 | $3,448-60.2% | $5,277-74.0% | $3,470-60.5% |
| Admin fee / account holder | $6,030 | $4,174+44.5% | $9,109-33.8% | $4,888+23.4% |