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 | $116,366 | $99,032+17.5% | $80,019+45.4% | $135,375-14.0% |
| Participation rate | 15.0% | 78.4%-63.4pp | 75.8%-60.8pp | 82.6%-67.6pp |
| Annual return | -2.33% | 15.39%-17.7pp | 11.22%-13.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,065 | $3,043-65.0% | $2,468-56.9% | $4,779-77.7% |
| Participant deferral / active EE | $2,588 | $4,282-39.6% | $3,686-29.8% | $5,609-53.9% |
| Admin fee / account holder | $1,466 | $10,436-86.0% | $6,521-77.5% | $10,827-86.5% |