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 | $126,467 | $93,024+36.0% | $77,024+64.2% | $134,475-6.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -16.06% | 62.60%-78.7pp | 42.32%-58.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,944 | $3,418-13.9% | $2,812+4.7% | $4,740-37.9% |
| Participant deferral / active EE | $3,680 | $5,238-29.7% | $4,426-16.9% | $6,400-42.5% |
| Admin fee / account holder | $1,203 | $6,944-82.7% | $5,425-77.8% | $11,426-89.5% |