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 | $89,247 | $77,813+14.7% | $123,544-27.8% | $64,186+39.0% |
| Participation rate | 61.2% | 74.7%-13.5pp | 82.3%-21.1pp | 69.6%-8.3pp |
| Annual return | -5.92% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,805 | $5,240+10.8% | $6,426-9.7% | $3,470+67.3% |
| Admin fee / account holder | $5,095 | $5,519-7.7% | $9,284-45.1% | $4,888+4.2% |