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 | $73,470 | $59,332+23.8% | $90,223-18.6% | $59,632+23.2% |
| Participation rate | 65.6% | 71.9%-6.3pp | 79.0%-13.5pp | 68.7%-3.1pp |
| Annual return | -0.35% | 3.25%-3.6pp | 1.31%-1.7pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,721 | $3,031-10.2% | $4,378-37.8% | $2,203+23.5% |
| Participant deferral / active EE | $3,816 | $4,369-12.7% | $5,792-34.1% | $3,192+19.5% |
| Admin fee / account holder | $3,462 | $5,032-31.2% | $7,406-53.2% | $4,297-19.4% |