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 | $72,988 | $64,707+12.8% | $112,228-35.0% | $68,494+6.6% |
| Participation rate | 53.9% | 67.2%-13.2pp | 75.1%-21.1pp | 67.9%-13.9pp |
| Annual return | -18.22% | -11.40%-6.8pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,847 | $2,746-32.7% | $3,635-49.2% | $2,596-28.9% |
| Participant deferral / active EE | $4,856 | $3,565+36.2% | $4,728+2.7% | $4,027+20.6% |
| Admin fee / account holder | $1,720 | $5,232-67.1% | $6,410-73.2% | $5,403-68.2% |