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 | $80,073 | $72,404+10.6% | $110,238-27.4% | $64,186+24.8% |
| Participation rate | 53.6% | 73.3%-19.8pp | 79.8%-26.2pp | 69.6%-16.0pp |
| Annual return | -4.95% | -6.29%+1.3pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $595 | $2,282-73.9% | $3,826-84.4% | $2,381-75.0% |
| Participant deferral / active EE | $2,738 | $3,469-21.1% | $4,672-41.4% | $3,470-21.1% |
| Admin fee / account holder | $17,215 | $5,664+203.9% | $8,547+101.4% | $4,888+252.2% |