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 | $64,576 | $67,411-4.2% | $91,001-29.0% | $70,131-7.9% |
| Participation rate | 61.4% | 71.4%-10.0pp | 75.6%-14.2pp | 69.5%-8.2pp |
| Annual return | 41.37% | -40.16%+81.5pp | 4.60%+36.8pp | 73.14%-31.8pp |
| Employer contribution / active EE | $3,180 | $1,786+78.0% | $2,456+29.5% | $2,342+35.7% |
| Participant deferral / active EE | $6,524 | $2,823+131.1% | $3,547+83.9% | $3,332+95.8% |
| Admin fee / account holder | $1,910 | $4,236-54.9% | $5,417-64.7% | $4,645-58.9% |