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 | $72,526 | $110,094-34.1% | $151,611-52.2% | $68,494+5.9% |
| Participation rate | 52.0% | 84.0%-32.0pp | 87.5%-35.5pp | 67.9%-15.9pp |
| Annual return | -13.86% | -10.12%-3.7pp | 3.33%-17.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,097 | $4,471-53.1% | $6,166-66.0% | $2,596-19.2% |
| Participant deferral / active EE | $3,249 | $6,527-50.2% | $8,363-61.2% | $4,027-19.3% |
| Admin fee / account holder | $9,533 | $7,719+23.5% | $11,616-17.9% | $5,403+76.4% |