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 | $73,254 | $48,265+51.8% | $68,791+6.5% | $68,494+6.9% |
| Participation rate | 42.1% | 60.7%-18.6pp | 69.0%-26.9pp | 67.9%-25.8pp |
| Annual return | -15.88% | -12.71%-3.2pp | -6.38%-9.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,533 | $1,829-16.2% | $2,655-42.3% | $2,596-41.0% |
| Participant deferral / active EE | $4,958 | $2,867+73.0% | $3,941+25.8% | $4,027+23.1% |
| Admin fee / account holder | $5,776 | $4,355+32.6% | $4,932+17.1% | $5,403+6.9% |