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 | $66,554 | $158,817-58.1% | $121,196-45.1% | $135,375-50.8% |
| Participation rate | 62.5% | 79.3%-16.8pp | 71.7%-9.2pp | 82.6%-20.1pp |
| Annual return | -1.94% | -0.64%-1.3pp | 16.93%-18.9pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,401 | $5,665-75.3% | $4,022-65.2% | $4,779-70.7% |
| Participant deferral / active EE | $7,063 | $4,005+76.3% | $3,344+111.2% | $5,609+25.9% |
| Admin fee / account holder | $89,300 | $6,512+1271.2% | $5,019+1679.2% | $10,827+724.8% |