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 | $83,376 | $73,867+12.9% | $143,757-42.0% | $68,494+21.7% |
| Participation rate | 36.7% | 66.7%-29.9pp | 80.3%-43.6pp | 67.9%-31.2pp |
| Annual return | -14.20% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $451 | $3,184-85.8% | $4,951-90.9% | $2,596-82.6% |
| Participant deferral / active EE | $2,478 | $3,384-26.8% | $5,637-56.0% | $4,027-38.5% |
| Admin fee / account holder | $16,845 | $5,755+192.7% | $14,673+14.8% | $5,403+211.8% |