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 | $76,451 | $65,703+16.4% | $94,224-18.9% | $59,632+28.2% |
| Participation rate | 65.2% | 72.1%-7.0pp | 78.8%-13.6pp | 68.7%-3.5pp |
| Annual return | 0.63% | 5.22%-4.6pp | 10.68%-10.1pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,954 | $3,143+25.8% | $4,320-8.5% | $3,192+23.9% |
| Admin fee / account holder | $1,178 | $4,264-72.4% | $6,269-81.2% | $4,297-72.6% |