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 | $136,871 | $62,586+118.7% | $76,768+78.3% | $64,186+113.2% |
| Participation rate | 64.3% | 72.8%-8.5pp | 77.0%-12.7pp | 69.6%-5.3pp |
| Annual return | -7.26% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,328 | $1,832-27.5% | $2,485-46.6% | $2,381-44.2% |
| Participant deferral / active EE | $3,085 | $3,145-1.9% | $3,852-19.9% | $3,470-11.1% |
| Admin fee / account holder | $5,833 | $4,667+25.0% | $6,675-12.6% | $4,888+19.3% |