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 | $91,746 | $71,883+27.6% | $86,677+5.8% | $68,494+33.9% |
| Participation rate | 67.6% | 72.2%-4.6pp | 76.6%-8.9pp | 67.9%-0.2pp |
| Annual return | -16.10% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $596 | $2,173-72.6% | $2,836-79.0% | $2,596-77.1% |
| Participant deferral / active EE | $3,013 | $3,779-20.3% | $4,656-35.3% | $4,027-25.2% |
| Admin fee / account holder | $12,655 | $6,112+107.1% | $7,493+68.9% | $5,403+134.2% |