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 | $63,109 | $57,354+10.0% | $83,848-24.7% | $64,186-1.7% |
| Participation rate | 63.6% | 68.6%-5.0pp | 76.1%-12.5pp | 69.6%-5.9pp |
| Annual return | -3.68% | 11.38%-15.1pp | 850.88%-854.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,983 | $2,545-22.1% | $3,631-45.4% | $2,381-16.7% |
| Participant deferral / active EE | $3,688 | $2,993+23.2% | $4,082-9.6% | $3,470+6.3% |
| Admin fee / account holder | $2,899 | $4,046-28.3% | $5,478-47.1% | $4,888-40.7% |