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 | $59,768 | $64,707-7.6% | $112,228-46.7% | $68,494-12.7% |
| Participation rate | 38.8% | 67.2%-28.4pp | 75.1%-36.3pp | 67.9%-29.1pp |
| Annual return | 22.76% | -11.40%+34.2pp | 27.45%-4.7pp | -7.84%+30.6pp |
| Employer contribution / active EE | $1,491 | $2,746-45.7% | $3,635-59.0% | $2,596-42.6% |
| Participant deferral / active EE | $3,412 | $3,565-4.3% | $4,728-27.8% | $4,027-15.3% |
| Admin fee / account holder | $8,061 | $5,232+54.1% | $6,410+25.8% | $5,403+49.2% |