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 | $112,671 | $72,404+55.6% | $110,238+2.2% | $64,186+75.5% |
| Participation rate | 68.2% | 73.3%-5.2pp | 79.8%-11.6pp | 69.6%-1.4pp |
| Annual return | -2.89% | -6.29%+3.4pp | 314.74%-317.6pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,049 | $2,282-54.0% | $3,826-72.6% | $2,381-55.9% |
| Participant deferral / active EE | $3,280 | $3,469-5.5% | $4,672-29.8% | $3,470-5.5% |
| Admin fee / account holder | $6,180 | $5,664+9.1% | $8,547-27.7% | $4,888+26.4% |