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 | $92,035 | $82,664+11.3% | $125,339-26.6% | $68,494+34.4% |
| Participation rate | 62.3% | 75.0%-12.8pp | 82.4%-20.1pp | 67.9%-5.6pp |
| Annual return | -17.20% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,292 | $3,381-2.6% | $4,814-31.6% | $2,596+26.8% |
| Participant deferral / active EE | $6,550 | $6,110+7.2% | $7,446-12.0% | $4,027+62.6% |
| Admin fee / account holder | $4,518 | $6,275-28.0% | $10,010-54.9% | $5,403-16.4% |