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 | $66,290 | $71,883-7.8% | $86,677-23.5% | $68,494-3.2% |
| Participation rate | 62.8% | 72.2%-9.4pp | 76.6%-13.8pp | 67.9%-5.1pp |
| Annual return | -16.38% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,496 | $2,173+14.9% | $2,836-12.0% | $2,596-3.9% |
| Participant deferral / active EE | $7,322 | $3,779+93.8% | $4,656+57.3% | $4,027+81.8% |
| Admin fee / account holder | $6,858 | $6,112+12.2% | $7,493-8.5% | $5,403+26.9% |