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 | $84,925 | $77,813+9.1% | $123,544-31.3% | $64,186+32.3% |
| Participation rate | 66.2% | 74.7%-8.5pp | 82.3%-16.1pp | 69.6%-3.4pp |
| Annual return | -7.10% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,164 | $3,014-61.4% | $4,628-74.8% | $2,381-51.1% |
| Participant deferral / active EE | $6,905 | $5,240+31.8% | $6,426+7.5% | $3,470+99.0% |
| Admin fee / account holder | $4,950 | $5,519-10.3% | $9,284-46.7% | $4,888+1.3% |