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 | $81,240 | $110,094-26.2% | $151,611-46.4% | $68,494+18.6% |
| Participation rate | 69.7% | 84.0%-14.3pp | 87.5%-17.8pp | 67.9%+1.8pp |
| Annual return | -16.28% | -10.12%-6.2pp | 3.33%-19.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,221 | $4,471-50.3% | $6,166-64.0% | $2,596-14.5% |
| Participant deferral / active EE | $4,711 | $6,527-27.8% | $8,363-43.7% | $4,027+17.0% |
| Admin fee / account holder | $2,007 | $7,719-74.0% | $11,616-82.7% | $5,403-62.9% |