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 | $86,104 | $77,813+10.7% | $123,544-30.3% | $64,186+34.1% |
| Participation rate | 26.4% | 74.7%-48.3pp | 82.3%-55.9pp | 69.6%-43.2pp |
| Annual return | -3.14% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,420 | $3,014-52.9% | $4,628-69.3% | $2,381-40.3% |
| Participant deferral / active EE | $3,203 | $5,240-38.9% | $6,426-50.1% | $3,470-7.7% |
| Admin fee / account holder | $13,522 | $5,519+145.0% | $9,284+45.7% | $4,888+176.6% |