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 | $79,579 | $48,265+64.9% | $68,791+15.7% | $68,494+16.2% |
| Participation rate | 67.6% | 60.7%+7.0pp | 69.0%-1.4pp | 67.9%-0.2pp |
| Annual return | -18.23% | -12.71%-5.5pp | -6.38%-11.9pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,080 | $1,829-41.0% | $2,655-59.3% | $2,596-58.4% |
| Participant deferral / active EE | $3,154 | $2,867+10.0% | $3,941-20.0% | $4,027-21.7% |
| Admin fee / account holder | $11,843 | $4,355+171.9% | $4,932+140.1% | $5,403+119.2% |