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 | $63,981 | $77,813-17.8% | $123,544-48.2% | $64,186-0.3% |
| Participation rate | 67.2% | 74.7%-7.5pp | 82.3%-15.1pp | 69.6%-2.4pp |
| Annual return | -6.75% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,453 | $3,014-18.6% | $4,628-47.0% | $2,381+3.0% |
| Participant deferral / active EE | $2,664 | $5,240-49.2% | $6,426-58.5% | $3,470-23.2% |
| Admin fee / account holder | $2,052 | $5,519-62.8% | $9,284-77.9% | $4,888-58.0% |