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 | $74,547 | $77,813-4.2% | $123,544-39.7% | $64,186+16.1% |
| Participation rate | 53.7% | 74.7%-21.1pp | 82.3%-28.6pp | 69.6%-15.9pp |
| Annual return | -6.28% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,068 | $3,014-31.4% | $4,628-55.3% | $2,381-13.1% |
| Participant deferral / active EE | $4,765 | $5,240-9.1% | $6,426-25.8% | $3,470+37.3% |
| Admin fee / account holder | $2,137 | $5,519-61.3% | $9,284-77.0% | $4,888-56.3% |