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 | $85,904 | $82,032+4.7% | $123,104-30.2% | $59,632+44.1% |
| Participation rate | 59.3% | 83.2%-23.9pp | 86.8%-27.5pp | 68.7%-9.4pp |
| Annual return | 0.66% | 5.12%-4.5pp | 13.22%-12.6pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,043 | $3,297-68.4% | $5,151-79.8% | $2,203-52.6% |
| Participant deferral / active EE | $3,378 | $4,667-27.6% | $6,230-45.8% | $3,192+5.8% |
| Admin fee / account holder | $4,265 | $5,881-27.5% | $9,015-52.7% | $4,297-0.7% |