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 | $65,233 | $69,977-6.8% | $108,579-39.9% | $62,891+3.7% |
| Participation rate | 65.5% | 72.9%-7.4pp | 79.6%-14.1pp | 69.3%-3.8pp |
| Annual return | 13.24% | 10.73%+2.5pp | -51.70%+64.9pp | 20.14%-6.9pp |
| Employer contribution / active EE | $2,342 | $2,135+9.7% | $3,758-37.7% | $2,281+2.7% |
| Participant deferral / active EE | $4,038 | $3,165+27.6% | $4,311-6.3% | $3,203+26.1% |
| Admin fee / account holder | $7,771 | $5,076+53.1% | $7,645+1.7% | $4,296+80.9% |