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 | $82,899 | $77,813+6.5% | $123,544-32.9% | $64,186+29.2% |
| Participation rate | 62.7% | 74.7%-12.0pp | 82.3%-19.6pp | 69.6%-6.9pp |
| Annual return | -7.42% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,098 | $3,014-30.4% | $4,628-54.7% | $2,381-11.9% |
| Participant deferral / active EE | $3,807 | $5,240-27.3% | $6,426-40.8% | $3,470+9.7% |
| Admin fee / account holder | $1,715 | $5,519-68.9% | $9,284-81.5% | $4,888-64.9% |