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 | $61,496 | $72,404-15.1% | $110,238-44.2% | $64,186-4.2% |
| Participation rate | 69.7% | 73.3%-3.7pp | 79.8%-10.2pp | 69.6%+0.1pp |
| Annual return | -3.52% | -6.29%+2.8pp | 314.74%-318.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,573 | $2,282-31.1% | $3,826-58.9% | $2,381-33.9% |
| Participant deferral / active EE | $2,126 | $3,469-38.7% | $4,672-54.5% | $3,470-38.7% |
| Admin fee / account holder | $1,597 | $5,664-71.8% | $8,547-81.3% | $4,888-67.3% |