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 | $71,591 | $59,186+21.0% | $76,768-6.7% | $56,287+27.2% |
| Participation rate | 52.8% | 75.2%-22.4pp | 77.0%-24.2pp | 69.9%-17.1pp |
| Annual return | -6.55% | 6.62%-13.2pp | 2.43%-9.0pp | -9.96%+3.4pp |
| Employer contribution / active EE | $731 | $1,759-58.5% | $2,485-70.6% | $2,111-65.4% |
| Participant deferral / active EE | $1,723 | $3,255-47.1% | $3,852-55.3% | $3,350-48.6% |
| Admin fee / account holder | $5,205 | $489+964.2% | $6,675-22.0% | $521+899.1% |