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 | $76,355 | $83,427-8.5% | $115,756-34.0% | $68,494+11.5% |
| Participation rate | 51.5% | 71.9%-20.4pp | 77.1%-25.6pp | 67.9%-16.4pp |
| Annual return | 3.33% | -10.95%+14.3pp | 143.14%-139.8pp | -7.84%+11.2pp |
| Employer contribution / active EE | $3,161 | $3,075+2.8% | $3,793-16.7% | $2,596+21.7% |
| Participant deferral / active EE | $4,323 | $5,355-19.3% | $6,254-30.9% | $4,027+7.3% |
| Admin fee / account holder | $107,240 | $5,708+1778.9% | $8,124+1220.0% | $5,403+1884.9% |