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 | $78,508 | $110,094-28.7% | $151,611-48.2% | $68,494+14.6% |
| Participation rate | 54.7% | 84.0%-29.2pp | 87.5%-32.8pp | 67.9%-13.2pp |
| Annual return | -17.46% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,378 | $4,471-46.8% | $6,166-61.4% | $2,596-8.4% |
| Participant deferral / active EE | $4,152 | $6,527-36.4% | $8,363-50.4% | $4,027+3.1% |
| Admin fee / account holder | $2,312 | $7,719-70.0% | $11,616-80.1% | $5,403-57.2% |