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 | $118,289 | $97,881+20.9% | $80,004+47.9% | $125,391-5.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | -0.94% | 9.36%-10.3pp | 7.63%-8.6pp | 282.22%-283.2pp |
| Employer contribution / active EE | $984 | $3,128-68.5% | $2,473-60.2% | $4,866-79.8% |
| Participant deferral / active EE | $3,587 | $3,744-4.2% | $3,204+12.0% | $5,352-33.0% |
| Admin fee / account holder | $33,196 | $6,278+428.8% | $5,033+559.5% | $9,540+247.9% |