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 | $74,118 | $69,977+5.9% | $108,579-31.7% | $62,891+17.9% |
| Participation rate | 68.8% | 72.9%-4.1pp | 79.6%-10.8pp | 69.3%-0.6pp |
| Annual return | 8.28% | 10.73%-2.5pp | -51.70%+60.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,264 | $2,135-40.8% | $3,758-66.4% | $2,281-44.6% |
| Participant deferral / active EE | $6,051 | $3,165+91.2% | $4,311+40.4% | $3,203+88.9% |
| Admin fee / account holder | $23,686 | $5,076+366.6% | $7,645+209.8% | $4,296+451.4% |