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 | $85,148 | $62,586+36.0% | $76,768+10.9% | $64,186+32.7% |
| Participation rate | 48.6% | 72.8%-24.2pp | 77.0%-28.4pp | 69.6%-21.0pp |
| Annual return | 3.93% | -1.95%+5.9pp | 2.43%+1.5pp | 7.63%-3.7pp |
| Employer contribution / active EE | $1,435 | $1,832-21.7% | $2,485-42.3% | $2,381-39.7% |
| Participant deferral / active EE | $3,631 | $3,145+15.5% | $3,852-5.7% | $3,470+4.6% |
| Admin fee / account holder | $75,488 | $4,667+1517.5% | $6,675+1030.9% | $4,888+1444.4% |