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 | $64,832 | $57,354+13.0% | $83,848-22.7% | $64,186+1.0% |
| Participation rate | 67.6% | 68.6%-1.0pp | 76.1%-8.6pp | 69.6%-2.0pp |
| Annual return | -5.26% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,120 | $2,545-56.0% | $3,631-69.1% | $2,381-52.9% |
| Participant deferral / active EE | $1,826 | $2,993-39.0% | $4,082-55.3% | $3,470-47.4% |
| Admin fee / account holder | $1,635 | $4,046-59.6% | $5,478-70.2% | $4,888-66.6% |