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 | $47,887 | $56,484-15.2% | $169,463-71.7% | $64,186-25.4% |
| Participation rate | 66.7% | 64.5%+2.1pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | -2.05% | -1.55%-0.5pp | 1.83%-3.9pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,219 | $1,832+21.1% | $4,159-46.7% | $2,381-6.8% |
| Participant deferral / active EE | $3,376 | $3,448-2.1% | $5,277-36.0% | $3,470-2.7% |
| Admin fee / account holder | $69,752 | $4,174+1571.0% | $9,109+665.7% | $4,888+1327.0% |