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 | $83,149 | $50,958+63.2% | $74,550+11.5% | $64,186+29.5% |
| Participation rate | 36.2% | 61.1%-24.9pp | 69.1%-33.0pp | 69.6%-33.4pp |
| Annual return | -3.41% | -1.86%-1.6pp | 32.53%-35.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $272 | $1,115-75.6% | $1,961-86.1% | $2,381-88.6% |
| Participant deferral / active EE | $1,033 | $2,301-55.1% | $3,108-66.8% | $3,470-70.2% |
| Admin fee / account holder | $7,619 | $4,223+80.4% | $5,060+50.6% | $4,888+55.9% |