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 5-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 | $75,463 | $57,354+31.6% | $83,848-10.0% | $64,186+17.6% |
| Participation rate | 68.3% | 68.6%-0.3pp | 76.1%-7.9pp | 69.6%-1.3pp |
| Annual return | -6.51% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,304 | $2,545-48.8% | $3,631-64.1% | $2,381-45.2% |
| Participant deferral / active EE | $3,220 | $2,993+7.6% | $4,082-21.1% | $3,470-7.2% |
| Admin fee / account holder | $2,739 | $4,046-32.3% | $5,478-50.0% | $4,888-44.0% |