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 | $114,236 | $82,664+38.2% | $125,339-8.9% | $68,494+66.8% |
| Participation rate | 69.2% | 75.0%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -15.15% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,002 | $3,381-70.4% | $4,814-79.2% | $2,596-61.4% |
| Participant deferral / active EE | $6,110 | $6,1100% | $7,446-17.9% | $4,027+51.7% |
| Admin fee / account holder | $5,805 | $6,275-7.5% | $10,010-42.0% | $5,403+7.4% |