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 | $83,915 | $56,484+48.6% | $169,463-50.5% | $64,186+30.7% |
| Participation rate | 48.7% | 64.5%-15.8pp | 77.8%-29.1pp | 69.6%-20.9pp |
| Annual return | -6.61% | -1.55%-5.1pp | 1.83%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,438 | $3,448+28.7% | $5,277-15.9% | $3,470+27.9% |
| Admin fee / account holder | $8,080 | $4,174+93.6% | $9,109-11.3% | $4,888+65.3% |