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 | $67,941 | $71,057-4.4% | $93,654-27.5% | $80,874-16.0% |
| Participation rate | 60.5% | 60.4%+0.1pp | 68.7%-8.2pp | 67.6%-7.1pp |
| Annual return | 10.38% | 11.26%-0.9pp | 133.34%-123.0pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,083 | $1,564+33.2% | $2,421-14.0% | $2,756-24.4% |
| Participant deferral / active EE | $4,056 | $4,034+0.6% | $4,413-8.1% | $4,297-5.6% |
| Admin fee / account holder | $24,398 | $6,944+251.4% | $8,282+194.6% | $6,935+251.8% |