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 | $74,085 | $82,032-9.7% | $123,104-39.8% | $59,632+24.2% |
| Participation rate | 44.3% | 83.2%-38.9pp | 86.8%-42.5pp | 68.7%-24.4pp |
| Annual return | -1.88% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $3,139 | $3,297-4.8% | $5,151-39.1% | $2,203+42.5% |
| Participant deferral / active EE | $4,419 | $4,667-5.3% | $6,230-29.1% | $3,192+38.4% |
| Admin fee / account holder | $8,310 | $5,881+41.3% | $9,015-7.8% | $4,297+93.4% |