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 | $64,112 | $91,538-30.0% | $129,995-50.7% | $75,163-14.7% |
| Participation rate | 66.7% | 71.4%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 16.31% | -631.11%+647.4pp | -137.18%+153.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,950 | $2,845+3.7% | $4,320-31.7% | $2,670+10.5% |
| Participant deferral / active EE | $6,212 | $4,341+43.1% | $5,820+6.7% | $4,125+50.6% |
| Admin fee / account holder | $12,391 | $6,790+82.5% | $10,614+16.7% | $5,651+119.3% |