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 | $114,350 | $64,707+76.7% | $112,228+1.9% | $68,494+66.9% |
| Participation rate | 52.9% | 67.2%-14.2pp | 75.1%-22.1pp | 67.9%-14.9pp |
| Annual return | -12.36% | -11.40%-1.0pp | 27.45%-39.8pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,245 | $2,746-54.7% | $3,635-65.7% | $2,596-52.0% |
| Participant deferral / active EE | $2,491 | $3,565-30.1% | $4,728-47.3% | $4,027-38.2% |
| Admin fee / account holder | $60,779 | $5,232+1061.7% | $6,410+848.2% | $5,403+1025.0% |