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 | $73,932 | $61,774+19.7% | $97,226-24.0% | $80,856-8.6% |
| Participation rate | 60.6% | 63.5%-2.9pp | 72.7%-12.1pp | 67.6%-7.0pp |
| Annual return | 20.06% | -557.90%+578.0pp | 75.13%-55.1pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,465 | $1,837-20.2% | $2,729-46.3% | $2,755-46.8% |
| Participant deferral / active EE | $4,035 | $3,029+33.2% | $4,264-5.4% | $4,296-6.1% |
| Admin fee / account holder | $1,344 | $5,166-74.0% | $5,654-76.2% | $6,918-80.6% |