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 | $58,227 | $110,094-47.1% | $151,611-61.6% | $68,494-15.0% |
| Participation rate | 69.2% | 84.0%-14.7pp | 87.5%-18.3pp | 67.9%+1.3pp |
| Annual return | -18.03% | -10.12%-7.9pp | 3.33%-21.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,713 | $4,471-61.7% | $6,166-72.2% | $2,596-34.0% |
| Participant deferral / active EE | $4,747 | $6,527-27.3% | $8,363-43.2% | $4,027+17.9% |
| Admin fee / account holder | $12,018 | $7,719+55.7% | $11,616+3.5% | $5,403+122.5% |