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 | $83,613 | $54,229+54.2% | $70,092+19.3% | $68,494+22.1% |
| Participation rate | 57.9% | 64.5%-6.6pp | 70.5%-12.6pp | 67.9%-10.0pp |
| Annual return | -18.20% | -13.87%-4.3pp | 190.73%-208.9pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,525 | $2,018-24.4% | $2,559-40.4% | $2,596-41.3% |
| Participant deferral / active EE | $3,832 | $2,956+29.6% | $3,849-0.4% | $4,027-4.9% |
| Admin fee / account holder | $450 | $4,694-90.4% | $6,267-92.8% | $5,403-91.7% |