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 | $85,814 | $73,867+16.2% | $143,757-40.3% | $68,494+25.3% |
| Participation rate | 43.9% | 66.7%-22.8pp | 80.3%-36.4pp | 67.9%-24.0pp |
| Annual return | -14.43% | 1.01%-15.4pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,034 | $3,184-67.5% | $4,951-79.1% | $2,596-60.2% |
| Participant deferral / active EE | $2,433 | $3,384-28.1% | $5,637-56.8% | $4,027-39.6% |
| Admin fee / account holder | $5,510 | $5,755-4.2% | $14,673-62.4% | $5,403+2.0% |