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 | $54,579 | $110,094-50.4% | $151,611-64.0% | $68,494-20.3% |
| Participation rate | 64.0% | 84.0%-20.0pp | 87.5%-23.5pp | 67.9%-3.9pp |
| Annual return | 12.32% | -10.12%+22.4pp | 3.33%+9.0pp | -7.84%+20.2pp |
| Employer contribution / active EE | $1,769 | $4,471-60.4% | $6,166-71.3% | $2,596-31.9% |
| Participant deferral / active EE | $3,628 | $6,527-44.4% | $8,363-56.6% | $4,027-9.9% |
| Admin fee / account holder | $5,903 | $7,719-23.5% | $11,616-49.2% | $5,403+9.3% |