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 | $65,454 | $57,354+14.1% | $83,848-21.9% | $64,186+2.0% |
| Participation rate | 65.9% | 68.6%-2.7pp | 76.1%-10.2pp | 69.6%-3.7pp |
| Annual return | -6.44% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,086 | $2,545-57.3% | $3,631-70.1% | $2,381-54.4% |
| Participant deferral / active EE | $3,633 | $2,993+21.4% | $4,082-11.0% | $3,470+4.7% |
| Admin fee / account holder | $306 | $4,046-92.4% | $5,478-94.4% | $4,888-93.7% |