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 | $80,563 | $72,404+11.3% | $110,238-26.9% | $64,186+25.5% |
| Participation rate | 46.5% | 73.3%-26.8pp | 79.8%-33.3pp | 69.6%-23.1pp |
| Annual return | -2.48% | -6.29%+3.8pp | 314.74%-317.2pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,236 | $2,282-45.8% | $3,826-67.7% | $2,381-48.1% |
| Participant deferral / active EE | $2,840 | $3,469-18.1% | $4,672-39.2% | $3,470-18.2% |
| Admin fee / account holder | $794 | $5,664-86.0% | $8,547-90.7% | $4,888-83.8% |