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 | $76,145 | $127,386-40.2% | $115,037-33.8% | $125,391-39.3% |
| Participation rate | 45.0% | 84.2%-39.2pp | 81.4%-36.4pp | 83.2%-38.2pp |
| Annual return | -0.83% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,690 | $5,166-67.3% | $4,608-63.3% | $4,866-65.3% |
| Participant deferral / active EE | $3,762 | $6,423-41.4% | $6,026-37.6% | $5,352-29.7% |
| Admin fee / account holder | $11,510 | $9,516+21.0% | $8,175+40.8% | $9,540+20.6% |