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 | $115,244 | $65,061+77.1% | $143,757-19.8% | $66,914+72.2% |
| Participation rate | 19.2% | 65.2%-46.0pp | 80.3%-61.1pp | 69.8%-50.6pp |
| Annual return | -13.41% | -11.14%-2.3pp | -0.04%-13.4pp | 1.58%-15.0pp |
| Employer contribution / active EE | $518 | $2,361-78.1% | $4,951-89.5% | $2,544-79.6% |
| Participant deferral / active EE | $1,217 | $2,919-58.3% | $5,637-78.4% | $4,237-71.3% |
| Admin fee / account holder | $1,167 | $502+132.5% | $14,673-92.0% | $593+96.7% |