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 | $108,601 | $62,586+73.5% | $76,768+41.5% | $64,186+69.2% |
| Participation rate | 48.1% | 72.8%-24.8pp | 77.0%-28.9pp | 69.6%-21.5pp |
| Annual return | -6.11% | -1.95%-4.2pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,372 | $1,832-25.1% | $2,485-44.8% | $2,381-42.4% |
| Participant deferral / active EE | $2,087 | $3,145-33.6% | $3,852-45.8% | $3,470-39.9% |
| Admin fee / account holder | $2,870 | $4,667-38.5% | $6,675-57.0% | $4,888-41.3% |