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 | $105,862 | $82,286+28.7% | $68,791+53.9% | $134,475-21.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -13.18% | -2.19%-11.0pp | -6.38%-6.8pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,877 | $3,301-12.8% | $2,655+8.3% | $4,740-39.3% |
| Participant deferral / active EE | $3,214 | $4,739-32.2% | $3,941-18.4% | $6,400-49.8% |
| Admin fee / account holder | $9,088 | $6,481+40.2% | $4,932+84.3% | $11,426-20.5% |