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 | $92,757 | $73,867+25.6% | $143,757-35.5% | $68,494+35.4% |
| Participation rate | 67.7% | 66.7%+1.1pp | 80.3%-12.6pp | 67.9%-0.1pp |
| Annual return | -10.41% | 1.01%-11.4pp | -0.04%-10.4pp | -7.84%-2.6pp |
| Employer contribution / active EE | $2,288 | $3,184-28.1% | $4,951-53.8% | $2,596-11.9% |
| Participant deferral / active EE | $4,923 | $3,384+45.5% | $5,637-12.7% | $4,027+22.3% |
| Admin fee / account holder | $11,346 | $5,755+97.2% | $14,673-22.7% | $5,403+110.0% |