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 | $62,263 | $49,177+26.6% | $79,464-21.6% | $64,186-3.0% |
| Participation rate | 65.5% | 65.0%+0.5pp | 73.3%-7.8pp | 69.6%-4.1pp |
| Annual return | -2.71% | -1.16%-1.6pp | 718.14%-720.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,597 | $2,076-23.1% | $2,800-43.0% | $2,381-32.9% |
| Participant deferral / active EE | $2,638 | $2,821-6.5% | $3,704-28.8% | $3,470-24.0% |
| Admin fee / account holder | $3,560 | $3,839-7.3% | $5,113-30.4% | $4,888-27.2% |