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 | $95,203 | $53,596+77.6% | $90,645+5.0% | $64,186+48.3% |
| Participation rate | 54.5% | 64.5%-10.0pp | 74.0%-19.5pp | 69.6%-15.0pp |
| Annual return | -4.76% | 4.41%-9.2pp | 1.88%-6.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,194 | $1,503-20.6% | $2,532-52.8% | $2,381-49.8% |
| Participant deferral / active EE | $1,851 | $2,459-24.7% | $3,425-46.0% | $3,470-46.7% |
| Admin fee / account holder | $10,217 | $3,868+164.2% | $4,994+104.6% | $4,888+109.0% |