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 | $54,753 | $52,681+3.9% | $75,781-27.7% | $59,632-8.2% |
| Participation rate | 64.9% | 67.2%-2.3pp | 75.8%-10.9pp | 68.7%-3.8pp |
| Annual return | -2.74% | 2.95%-5.7pp | 9.68%-12.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $421 | $2,193-80.8% | $3,323-87.3% | $2,203-80.9% |
| Participant deferral / active EE | $2,103 | $2,591-18.8% | $3,651-42.4% | $3,192-34.1% |
| Admin fee / account holder | $12,362 | $3,610+242.5% | $5,299+133.3% | $4,297+187.7% |