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 | $98,166 | $92,222+6.4% | $76,768+27.9% | $135,375-27.5% |
| Participation rate | 69.6% | 79.8%-10.2pp | 77.0%-7.4pp | 82.6%-13.1pp |
| Annual return | -7.10% | 5.46%-12.6pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,781 | $3,216-44.6% | $2,485-28.3% | $4,779-62.7% |
| Participant deferral / active EE | $4,272 | $4,509-5.3% | $3,852+10.9% | $5,609-23.8% |
| Admin fee / account holder | $14,054 | $10,748+30.8% | $6,675+110.6% | $10,827+29.8% |