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 | $84,628 | $57,354+47.6% | $83,848+0.9% | $64,186+31.8% |
| Participation rate | 57.9% | 68.6%-10.7pp | 76.1%-18.3pp | 69.6%-11.7pp |
| Annual return | -3.59% | 11.38%-15.0pp | 850.88%-854.5pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,094 | $2,545-17.7% | $3,631-42.3% | $2,381-12.1% |
| Participant deferral / active EE | $4,035 | $2,993+34.8% | $4,082-1.1% | $3,470+16.3% |
| Admin fee / account holder | $43,275 | $4,046+969.7% | $5,478+690.0% | $4,888+785.3% |