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 | $88,108 | $71,883+22.6% | $86,677+1.7% | $68,494+28.6% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.4pp |
| Annual return | -10.80% | 3.52%-14.3pp | 35.91%-46.7pp | -7.84%-3.0pp |
| Employer contribution / active EE | $628 | $2,173-71.1% | $2,836-77.9% | $2,596-75.8% |
| Participant deferral / active EE | $2,271 | $3,779-39.9% | $4,656-51.2% | $4,027-43.6% |
| Admin fee / account holder | $26,249 | $6,112+329.5% | $7,493+250.3% | $5,403+385.8% |