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 | $81,321 | $62,586+29.9% | $76,768+5.9% | $64,186+26.7% |
| Participation rate | 68.6% | 72.8%-4.2pp | 77.0%-8.4pp | 69.6%-1.0pp |
| Annual return | -3.36% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,474 | $1,832-19.5% | $2,485-40.7% | $2,381-38.1% |
| Participant deferral / active EE | $3,208 | $3,145+2.0% | $3,852-16.7% | $3,470-7.6% |
| Admin fee / account holder | $20,237 | $4,667+333.6% | $6,675+203.2% | $4,888+314.0% |