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 | $108,501 | $57,354+89.2% | $83,848+29.4% | $64,186+69.0% |
| Participation rate | 64.7% | 68.6%-3.9pp | 76.1%-11.4pp | 69.6%-4.9pp |
| Annual return | -2.38% | 11.38%-13.8pp | 850.88%-853.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,152 | $2,545-54.7% | $3,631-68.3% | $2,381-51.6% |
| Participant deferral / active EE | $4,550 | $2,993+52.0% | $4,082+11.5% | $3,470+31.1% |
| Admin fee / account holder | $7,811 | $4,046+93.1% | $5,478+42.6% | $4,888+59.8% |