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 | $56,379 | $52,681+7.0% | $75,781-25.6% | $59,632-5.5% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.8%-25.8pp | 68.7%-18.7pp |
| Annual return | -2.10% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,919 | $2,193-12.5% | $3,323-42.2% | $2,203-12.9% |
| Participant deferral / active EE | $3,795 | $2,591+46.5% | $3,651+3.9% | $3,192+18.9% |
| Admin fee / account holder | $1,377 | $3,610-61.9% | $5,299-74.0% | $4,297-68.0% |