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 | $70,821 | $77,813-9.0% | $123,544-42.7% | $64,186+10.3% |
| Participation rate | 53.9% | 74.7%-20.8pp | 82.3%-28.3pp | 69.6%-15.6pp |
| Annual return | -7.36% | 12.48%-19.8pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,864 | $3,014-38.2% | $4,628-59.7% | $2,381-21.7% |
| Participant deferral / active EE | $3,386 | $5,240-35.4% | $6,426-47.3% | $3,470-2.4% |
| Admin fee / account holder | $4,654 | $5,519-15.7% | $9,284-49.9% | $4,888-4.8% |