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 | $95,726 | $92,222+3.8% | $76,768+24.7% | $135,375-29.3% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -0.96% | 5.46%-6.4pp | 2.43%-3.4pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,599 | $3,216-50.3% | $2,485-35.7% | $4,779-66.5% |
| Participant deferral / active EE | $2,544 | $4,509-43.6% | $3,852-33.9% | $5,609-54.6% |
| Admin fee / account holder | $3,400 | $10,748-68.4% | $6,675-49.1% | $10,827-68.6% |