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 | $86,034 | $69,977+22.9% | $108,579-20.8% | $62,891+36.8% |
| Participation rate | 64.3% | 72.9%-8.6pp | 79.6%-15.3pp | 69.3%-5.0pp |
| Annual return | 5.11% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,804 | $3,165-43.0% | $4,311-58.1% | $3,203-43.7% |
| Admin fee / account holder | $20,841 | $5,076+310.5% | $7,645+172.6% | $4,296+385.2% |