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 | $54,273 | $49,177+10.4% | $79,464-31.7% | $64,186-15.4% |
| Participation rate | 65.6% | 65.0%+0.6pp | 73.3%-7.7pp | 69.6%-3.9pp |
| Annual return | -5.82% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,160 | $2,076-44.1% | $2,800-58.6% | $2,381-51.3% |
| Participant deferral / active EE | $3,027 | $2,821+7.3% | $3,704-18.3% | $3,470-12.8% |
| Admin fee / account holder | $1,344 | $3,839-65.0% | $5,113-73.7% | $4,888-72.5% |