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 | $109,327 | $87,540+24.9% | $75,781+44.3% | $125,391-12.8% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -2.70% | 13.48%-16.2pp | 9.68%-12.4pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,492 | $3,930-62.0% | $3,323-55.1% | $4,866-69.3% |
| Participant deferral / active EE | $5,175 | $4,229+22.4% | $3,651+41.7% | $5,352-3.3% |
| Admin fee / account holder | $1,594 | $6,502-75.5% | $5,299-69.9% | $9,540-83.3% |