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 | $82,690 | $46,674+77.2% | $117,472-29.6% | $68,494+20.7% |
| Participation rate | 61.7% | 56.8%+4.9pp | 70.6%-8.9pp | 67.9%-6.2pp |
| Annual return | -10.91% | -14.52%+3.6pp | 29.74%-40.6pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,914 | $1,505+27.2% | $4,176-54.2% | $2,596-26.3% |
| Participant deferral / active EE | $2,432 | $2,636-7.7% | $4,070-40.2% | $4,027-39.6% |
| Admin fee / account holder | $3,593 | $4,020-10.6% | $5,645-36.3% | $5,403-33.5% |