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 | $63,228 | $56,484+11.9% | $169,463-62.7% | $64,186-1.5% |
| Participation rate | 64.0% | 64.5%-0.5pp | 77.8%-13.8pp | 69.6%-5.6pp |
| Annual return | -6.97% | -1.55%-5.4pp | 1.83%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,964 | $1,832+7.2% | $4,159-52.8% | $2,381-17.5% |
| Participant deferral / active EE | $4,149 | $3,448+20.3% | $5,277-21.4% | $3,470+19.6% |
| Admin fee / account holder | $5,643 | $4,174+35.2% | $9,109-38.0% | $4,888+15.5% |