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 | $65,042 | $62,586+3.9% | $76,768-15.3% | $64,186+1.3% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -3.09% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $4,342 | $1,832+137.0% | $2,485+74.7% | $2,381+82.4% |
| Participant deferral / active EE | $1,798 | $3,145-42.8% | $3,852-53.3% | $3,470-48.2% |
| Admin fee / account holder | $27,725 | $4,667+494.1% | $6,675+315.4% | $4,888+467.2% |