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 | $87,922 | $72,404+21.4% | $110,238-20.2% | $64,186+37.0% |
| Participation rate | 48.1% | 73.3%-25.2pp | 79.8%-31.7pp | 69.6%-21.4pp |
| Annual return | -4.96% | -6.29%+1.3pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $869 | $2,282-61.9% | $3,826-77.3% | $2,381-63.5% |
| Participant deferral / active EE | $1,703 | $3,469-50.9% | $4,672-63.5% | $3,470-50.9% |
| Admin fee / account holder | $2,001 | $5,664-64.7% | $8,547-76.6% | $4,888-59.1% |