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 | $70,471 | $52,836+33.4% | $105,738-33.4% | $64,186+9.8% |
| Participation rate | 41.7% | 66.5%-24.9pp | 76.3%-34.7pp | 69.6%-27.9pp |
| Annual return | -3.14% | 14.30%-17.4pp | 6.27%-9.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,054 | $1,827-42.3% | $3,268-67.8% | $2,381-55.7% |
| Participant deferral / active EE | $1,660 | $2,545-34.8% | $4,080-59.3% | $3,470-52.2% |
| Admin fee / account holder | $9,296 | $3,959+134.8% | $6,913+34.5% | $4,888+90.2% |