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 | $76,969 | $77,813-1.1% | $123,544-37.7% | $64,186+19.9% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -7.11% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,297 | $3,014-23.8% | $4,628-50.4% | $2,381-3.5% |
| Participant deferral / active EE | $5,964 | $5,240+13.8% | $6,426-7.2% | $3,470+71.9% |
| Admin fee / account holder | $3,481 | $5,519-36.9% | $9,284-62.5% | $4,888-28.8% |