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 | $90,595 | $91,538-1.0% | $129,995-30.3% | $75,163+20.5% |
| Participation rate | 56.4% | 71.4%-15.0pp | 78.5%-22.1pp | 67.2%-10.8pp |
| Annual return | 16.72% | -631.11%+647.8pp | -137.18%+153.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,937 | $2,845-31.9% | $4,320-55.2% | $2,670-27.5% |
| Participant deferral / active EE | $3,784 | $4,341-12.8% | $5,820-35.0% | $4,125-8.3% |
| Admin fee / account holder | $8,185 | $6,790+20.5% | $10,614-22.9% | $5,651+44.8% |