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 | $68,609 | $87,013-21.2% | $106,213-35.4% | $80,856-15.1% |
| Participation rate | 67.8% | 70.4%-2.6pp | 75.3%-7.5pp | 67.6%+0.2pp |
| Annual return | 11.19% | 17.05%-5.9pp | 116.14%-104.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,533 | $2,395-36.0% | $3,171-51.7% | $2,755-44.4% |
| Participant deferral / active EE | $3,010 | $3,986-24.5% | $5,016-40.0% | $4,296-29.9% |
| Admin fee / account holder | $18,665 | $8,431+121.4% | $11,033+69.2% | $6,918+169.8% |