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 | $76,351 | $72,404+5.5% | $110,238-30.7% | $64,186+19.0% |
| Participation rate | 61.0% | 73.3%-12.3pp | 79.8%-18.8pp | 69.6%-8.5pp |
| Annual return | -2.37% | -6.29%+3.9pp | 314.74%-317.1pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,479 | $2,282-35.2% | $3,826-61.3% | $2,381-37.9% |
| Participant deferral / active EE | $2,516 | $3,469-27.5% | $4,672-46.1% | $3,470-27.5% |
| Admin fee / account holder | $9,415 | $5,664+66.2% | $8,547+10.2% | $4,888+92.6% |