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 | $88,246 | $99,032-10.9% | $80,019+10.3% | $135,375-34.8% |
| Participation rate | 62.5% | 78.4%-15.9pp | 75.8%-13.3pp | 82.6%-20.1pp |
| Annual return | -5.47% | 15.39%-20.9pp | 11.22%-16.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,054 | $3,043-65.4% | $2,468-57.3% | $4,779-77.9% |
| Participant deferral / active EE | $2,712 | $4,282-36.7% | $3,686-26.4% | $5,609-51.6% |
| Admin fee / account holder | $2,328 | $10,436-77.7% | $6,521-64.3% | $10,827-78.5% |