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 | $60,779 | $45,602+33.3% | $117,472-48.3% | $66,914-9.2% |
| Participation rate | 41.2% | 57.6%-16.4pp | 70.6%-29.4pp | 69.8%-28.6pp |
| Annual return | -7.90% | -16.74%+8.8pp | 29.74%-37.6pp | 1.58%-9.5pp |
| Employer contribution / active EE | $1,493 | $1,579-5.4% | $4,176-64.2% | $2,544-41.3% |
| Participant deferral / active EE | $2,732 | $2,845-4.0% | $4,070-32.9% | $4,237-35.5% |
| Admin fee / account holder | $16,514 | $661+2399.7% | $5,645+192.6% | $593+2683.6% |