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 | $88,719 | $97,044-8.6% | $83,333+6.5% | $135,375-34.5% |
| Participation rate | 68.2% | 80.4%-12.2pp | 77.8%-9.6pp | 82.6%-14.5pp |
| Annual return | -7.88% | 12.31%-20.2pp | 10.63%-18.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,334 | $4,143-43.7% | $3,379-30.9% | $4,779-51.2% |
| Participant deferral / active EE | $4,607 | $5,964-22.8% | $5,565-17.2% | $5,609-17.9% |
| Admin fee / account holder | $14,348 | $8,380+71.2% | $7,510+91.0% | $10,827+32.5% |