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 | $56,965 | $49,177+15.8% | $79,464-28.3% | $64,186-11.2% |
| Participation rate | 66.7% | 65.0%+1.6pp | 73.3%-6.7pp | 69.6%-2.9pp |
| Annual return | -3.94% | -1.16%-2.8pp | 718.14%-722.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $463 | $2,076-77.7% | $2,800-83.5% | $2,381-80.6% |
| Participant deferral / active EE | $2,406 | $2,821-14.7% | $3,704-35.0% | $3,470-30.6% |
| Admin fee / account holder | $2,201 | $3,839-42.7% | $5,113-57.0% | $4,888-55.0% |