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 | $68,903 | $112,300-38.6% | $90,223-23.6% | $125,391-45.0% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.0%-12.4pp | 83.2%-16.5pp |
| Annual return | 5.82% | -0.57%+6.4pp | 1.31%+4.5pp | 282.22%-276.4pp |
| Employer contribution / active EE | $1,573 | $5,181-69.6% | $4,378-64.1% | $4,866-67.7% |
| Participant deferral / active EE | $3,054 | $6,733-54.6% | $5,792-47.3% | $5,352-42.9% |
| Admin fee / account holder | $24,539 | $10,990+123.3% | $7,406+231.4% | $9,540+157.2% |