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 | $123,811 | $100,754+22.9% | $86,677+42.8% | $134,475-7.9% |
| Participation rate | 57.1% | 78.9%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -2.96% | 29.04%-32.0pp | 35.91%-38.9pp | 417.96%-420.9pp |
| Employer contribution / active EE | $2,897 | $3,489-17.0% | $2,836+2.1% | $4,740-38.9% |
| Participant deferral / active EE | $4,540 | $5,338-14.9% | $4,656-2.5% | $6,400-29.1% |
| Admin fee / account holder | $17,898 | $10,926+63.8% | $7,493+138.9% | $11,426+56.6% |