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 | $88,895 | $56,484+57.4% | $169,463-47.5% | $64,186+38.5% |
| Participation rate | 45.9% | 64.5%-18.6pp | 77.8%-31.8pp | 69.6%-23.6pp |
| Annual return | -4.07% | -1.55%-2.5pp | 1.83%-5.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,766 | $1,832-3.6% | $4,159-57.5% | $2,381-25.8% |
| Participant deferral / active EE | $3,745 | $3,448+8.6% | $5,277-29.0% | $3,470+7.9% |
| Admin fee / account holder | $27,568 | $4,174+560.5% | $9,109+202.6% | $4,888+464.0% |