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 8-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 | $65,689 | $57,354+14.5% | $83,848-21.7% | $64,186+2.3% |
| Participation rate | 60.6% | 68.6%-8.0pp | 76.1%-15.5pp | 69.6%-9.0pp |
| Annual return | -6.00% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,480 | $2,545-41.9% | $3,631-59.2% | $2,381-37.8% |
| Participant deferral / active EE | $3,356 | $2,993+12.1% | $4,082-17.8% | $3,470-3.3% |
| Admin fee / account holder | $4,787 | $4,046+18.3% | $5,478-12.6% | $4,888-2.1% |