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 | $92,192 | $83,427+10.5% | $115,756-20.4% | $68,494+34.6% |
| Participation rate | 56.0% | 71.9%-15.9pp | 77.1%-21.1pp | 67.9%-11.9pp |
| Annual return | 0.94% | -10.95%+11.9pp | 143.14%-142.2pp | -7.84%+8.8pp |
| Employer contribution / active EE | $1,327 | $3,075-56.9% | $3,793-65.0% | $2,596-48.9% |
| Participant deferral / active EE | $2,300 | $5,355-57.1% | $6,254-63.2% | $4,027-42.9% |
| Admin fee / account holder | $9,873 | $5,708+73.0% | $8,124+21.5% | $5,403+82.7% |