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 | $99,624 | $85,790+16.1% | $67,313+48.0% | $135,375-26.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -8.95% | -0.54%-8.4pp | -4.08%-4.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $858 | $3,487-75.4% | $2,566-66.6% | $4,779-82.1% |
| Participant deferral / active EE | $7,400 | $4,651+59.1% | $3,568+107.4% | $5,609+31.9% |
| Admin fee / account holder | $907 | $6,392-85.8% | $4,507-79.9% | $10,827-91.6% |