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 | $98,270 | $72,177+36.2% | $115,037-14.6% | $59,632+64.8% |
| Participation rate | 69.4% | 72.6%-3.1pp | 81.4%-11.9pp | 68.7%+0.8pp |
| Annual return | -1.05% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,405 | $2,841-50.6% | $4,608-69.5% | $2,203-36.2% |
| Participant deferral / active EE | $4,596 | $4,783-3.9% | $6,026-23.7% | $3,192+44.0% |
| Admin fee / account holder | $2,704 | $4,927-45.1% | $8,175-66.9% | $4,297-37.1% |