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 | $128,593 | $50,958+152.4% | $74,550+72.5% | $64,186+100.3% |
| Participation rate | 39.2% | 61.1%-21.8pp | 69.1%-29.9pp | 69.6%-30.4pp |
| Annual return | -7.06% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,175 | $1,115+5.4% | $1,961-40.1% | $2,381-50.6% |
| Participant deferral / active EE | $1,580 | $2,301-31.4% | $3,108-49.2% | $3,470-54.5% |
| Admin fee / account holder | $14,542 | $4,223+244.4% | $5,060+187.4% | $4,888+197.5% |