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 | $76,173 | $52,903+44.0% | $73,307+3.9% | $59,632+27.7% |
| Participation rate | 64.0% | 68.2%-4.2pp | 74.9%-10.9pp | 68.7%-4.7pp |
| Annual return | 0.36% | 12.20%-11.8pp | 5.67%-5.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,940 | $1,909+1.6% | $3,237-40.1% | $2,203-11.9% |
| Participant deferral / active EE | $4,981 | $4,069+22.4% | $4,991-0.2% | $3,192+56.1% |
| Admin fee / account holder | $16,280 | $3,834+324.6% | $5,637+188.8% | $4,297+278.9% |