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 | $71,863 | $82,978-13.4% | $129,995-44.7% | $71,457+0.6% |
| Participation rate | 65.4% | 74.1%-8.7pp | 78.5%-13.1pp | 67.9%-2.5pp |
| Annual return | 17.17% | 20.60%-3.4pp | -137.18%+154.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,948 | $2,622-25.7% | $4,320-54.9% | $2,588-24.7% |
| Participant deferral / active EE | $3,773 | $4,432-14.9% | $5,820-35.2% | $4,289-12.0% |
| Admin fee / account holder | $7,413 | $1,729+328.7% | $10,614-30.2% | $1,587+367.0% |