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 | $66,739 | $57,354+16.4% | $83,848-20.4% | $64,186+4.0% |
| Participation rate | 62.2% | 68.6%-6.4pp | 76.1%-13.9pp | 69.6%-7.3pp |
| Annual return | -5.81% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,240 | $2,545-51.3% | $3,631-65.9% | $2,381-47.9% |
| Participant deferral / active EE | $3,626 | $2,993+21.2% | $4,082-11.2% | $3,470+4.5% |
| Admin fee / account holder | $713 | $4,046-82.4% | $5,478-87.0% | $4,888-85.4% |