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 | $69,470 | $65,703+5.7% | $94,224-26.3% | $59,632+16.5% |
| Participation rate | 63.4% | 72.1%-8.7pp | 78.8%-15.4pp | 68.7%-5.3pp |
| Annual return | -2.34% | 5.22%-7.6pp | 10.68%-13.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,825 | $2,021-9.7% | $3,587-49.1% | $2,203-17.1% |
| Participant deferral / active EE | $4,231 | $3,143+34.6% | $4,320-2.1% | $3,192+32.6% |
| Admin fee / account holder | $1,093 | $4,264-74.4% | $6,269-82.6% | $4,297-74.6% |