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 | $84,563 | $73,867+14.5% | $143,757-41.2% | $68,494+23.5% |
| Participation rate | 49.1% | 66.7%-17.6pp | 80.3%-31.2pp | 67.9%-18.8pp |
| Annual return | -13.81% | 1.01%-14.8pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,622 | $3,184-49.1% | $4,951-67.2% | $2,596-37.5% |
| Participant deferral / active EE | $4,401 | $3,384+30.0% | $5,637-21.9% | $4,027+9.3% |
| Admin fee / account holder | $952 | $5,755-83.5% | $14,673-93.5% | $5,403-82.4% |