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 | $74,321 | $49,451+50.3% | $79,550-6.6% | $66,914+11.1% |
| Participation rate | 54.8% | 61.3%-6.5pp | 69.5%-14.7pp | 69.8%-15.0pp |
| Annual return | -13.75% | 84.25%-98.0pp | 0.16%-13.9pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,431 | $1,266+92.1% | $2,413+0.7% | $2,544-4.5% |
| Participant deferral / active EE | $4,441 | $3,159+40.6% | $3,985+11.4% | $4,237+4.8% |
| Admin fee / account holder | $8,951 | $595+1405.4% | $6,832+31.0% | $593+1408.8% |