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 | $112,838 | $91,911+22.8% | $68,793+64.0% | $135,375-16.6% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -6.74% | -8.22%+1.5pp | -4.63%-2.1pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,393 | $3,924-39.0% | $2,625-8.9% | $4,779-49.9% |
| Participant deferral / active EE | $6,255 | $4,315+44.9% | $3,311+88.9% | $5,609+11.5% |
| Admin fee / account holder | $704 | $9,240-92.4% | $5,131-86.3% | $10,827-93.5% |