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 | $66,268 | $69,518-4.7% | $59,878+10.7% | $135,375-51.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -6.34% | 7.94%-14.3pp | 3.46%-9.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $5,134 | $3,235+58.7% | $2,722+88.6% | $4,779+7.4% |
| Participant deferral / active EE | $6,067 | $4,206+44.3% | $3,402+78.3% | $5,609+8.2% |
| Admin fee / account holder | $5,396 | $5,734-5.9% | $3,590+50.3% | $10,827-50.2% |