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 | $66,068 | $58,577+12.8% | $83,333-20.7% | $64,186+2.9% |
| Participation rate | 43.2% | 72.0%-28.9pp | 77.8%-34.6pp | 69.6%-26.4pp |
| Annual return | -5.94% | 9.65%-15.6pp | 10.63%-16.6pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,044 | $4,654-34.6% | $5,565-45.3% | $3,470-12.3% |
| Admin fee / account holder | $13,056 | $9,275+40.8% | $7,510+73.8% | $4,888+167.1% |