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 | $88,333 | $40,256+119.4% | $57,343+54.0% | $59,632+48.1% |
| Participation rate | 63.8% | 69.2%-5.4pp | 75.1%-11.3pp | 68.7%-4.8pp |
| Annual return | -0.50% | 27.49%-28.0pp | 24.39%-24.9pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,481 | $1,922+29.1% | $2,689-7.7% | $2,203+12.7% |
| Participant deferral / active EE | $7,152 | $2,399+198.1% | $3,162+126.2% | $3,192+124.1% |
| Admin fee / account holder | $4,067 | $2,818+44.4% | $3,356+21.2% | $4,297-5.3% |