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 | $136,932 | $95,193+43.8% | $76,523+78.9% | $135,375+1.2% |
| Participation rate | 56.5% | 74.4%-17.9pp | 68.0%-11.5pp | 82.6%-26.1pp |
| Annual return | -5.35% | 4.85%-10.2pp | -0.27%-5.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,288 | $3,302-0.4% | $2,647+24.2% | $4,779-31.2% |
| Participant deferral / active EE | $6,922 | $4,639+49.2% | $3,835+80.5% | $5,609+23.4% |
| Admin fee / account holder | $471 | $6,249-92.5% | $4,848-90.3% | $10,827-95.7% |