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 | $74,520 | $75,935-1.9% | $60,547+23.1% | $125,391-40.6% |
| Participation rate | 61.1% | 76.5%-15.4pp | 68.0%-6.9pp | 83.2%-22.1pp |
| Annual return | -1.82% | -5.38%+3.6pp | 335.64%-337.5pp | 282.22%-284.0pp |
| Employer contribution / active EE | $810 | $3,438-76.4% | $2,419-66.5% | $4,866-83.3% |
| Participant deferral / active EE | $3,819 | $4,506-15.3% | $3,328+14.8% | $5,352-28.6% |
| Admin fee / account holder | $2,721 | $6,768-59.8% | $4,536-40.0% | $9,540-71.5% |