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 | $96,542 | $72,404+33.3% | $110,238-12.4% | $64,186+50.4% |
| Participation rate | 51.1% | 73.3%-22.2pp | 79.8%-28.7pp | 69.6%-18.5pp |
| Annual return | -5.32% | -6.29%+1.0pp | 314.74%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,712 | $2,282-25.0% | $3,826-55.3% | $2,381-28.1% |
| Participant deferral / active EE | $3,522 | $3,469+1.5% | $4,672-24.6% | $3,470+1.5% |
| Admin fee / account holder | $2,351 | $5,664-58.5% | $8,547-72.5% | $4,888-51.9% |