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 | $66,554 | $72,404-8.1% | $110,238-39.6% | $64,186+3.7% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | -3.92% | -6.29%+2.4pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,101 | $2,282-51.8% | $3,826-71.2% | $2,381-53.8% |
| Participant deferral / active EE | $2,175 | $3,469-37.3% | $4,672-53.4% | $3,470-37.3% |
| Admin fee / account holder | $593 | $5,664-89.5% | $8,547-93.1% | $4,888-87.9% |