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 | $92,283 | $59,805+54.3% | $79,550+16.0% | $68,494+34.7% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -13.51% | -12.30%-1.2pp | 0.16%-13.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,042 | $1,505+35.7% | $2,413-15.4% | $2,596-21.3% |
| Participant deferral / active EE | $4,143 | $3,024+37.0% | $3,985+4.0% | $4,027+2.9% |
| Admin fee / account holder | $1,087 | $4,835-77.5% | $6,832-84.1% | $5,403-79.9% |