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 | $91,649 | $64,707+41.6% | $112,228-18.3% | $68,494+33.8% |
| Participation rate | 38.8% | 67.2%-28.4pp | 75.1%-36.3pp | 67.9%-29.1pp |
| Annual return | -17.81% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,490 | $2,746-45.8% | $3,635-59.0% | $2,596-42.6% |
| Participant deferral / active EE | $4,068 | $3,565+14.1% | $4,728-14.0% | $4,027+1.0% |
| Admin fee / account holder | $427 | $5,232-91.8% | $6,410-93.3% | $5,403-92.1% |