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 | $65,430 | $69,977-6.5% | $108,579-39.7% | $62,891+4.0% |
| Participation rate | 60.0% | 72.9%-12.9pp | 79.6%-19.6pp | 69.3%-9.3pp |
| Annual return | 9.25% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,809 | $2,135-15.2% | $3,758-51.9% | $2,281-20.7% |
| Participant deferral / active EE | $3,319 | $3,165+4.9% | $4,311-23.0% | $3,203+3.6% |
| Admin fee / account holder | $443 | $5,076-91.3% | $7,645-94.2% | $4,296-89.7% |