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 | $68,536 | $73,867-7.2% | $143,757-52.3% | $68,494+0.1% |
| Participation rate | 69.2% | 66.7%+2.6pp | 80.3%-11.1pp | 67.9%+1.3pp |
| Annual return | -10.06% | 1.01%-11.1pp | -0.04%-10.0pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,443 | $3,184-54.7% | $4,951-70.8% | $2,596-44.4% |
| Participant deferral / active EE | $5,441 | $3,384+60.8% | $5,637-3.5% | $4,027+35.1% |
| Admin fee / account holder | $17,987 | $5,755+212.6% | $14,673+22.6% | $5,403+232.9% |