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 | $69,947 | $77,813-10.1% | $123,544-43.4% | $64,186+9.0% |
| Participation rate | 65.4% | 74.7%-9.3pp | 82.3%-16.9pp | 69.6%-4.2pp |
| Annual return | -5.14% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,204 | $3,014-60.1% | $4,628-74.0% | $2,381-49.4% |
| Participant deferral / active EE | $6,713 | $5,240+28.1% | $6,426+4.5% | $3,470+93.5% |
| Admin fee / account holder | $4,299 | $5,519-22.1% | $9,284-53.7% | $4,888-12.0% |