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 | $91,472 | $77,813+17.6% | $123,544-26.0% | $64,186+42.5% |
| Participation rate | 58.9% | 74.7%-15.8pp | 82.3%-23.4pp | 69.6%-10.7pp |
| Annual return | -1.65% | 12.48%-14.1pp | 119.20%-120.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $2,281 | $3,014-24.3% | $4,628-50.7% | $2,381-4.2% |
| Participant deferral / active EE | $4,686 | $5,240-10.6% | $6,426-27.1% | $3,470+35.1% |
| Admin fee / account holder | $15,258 | $5,519+176.5% | $9,284+64.4% | $4,888+212.2% |