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 7-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 | $105,946 | $92,222+14.9% | $76,768+38.0% | $135,375-21.7% |
| Participation rate | 68.8% | 79.8%-11.0pp | 77.0%-8.2pp | 82.6%-13.9pp |
| Annual return | -5.29% | 5.46%-10.7pp | 2.43%-7.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,867 | $3,216-42.0% | $2,485-24.9% | $4,779-60.9% |
| Participant deferral / active EE | $3,817 | $4,509-15.3% | $3,852-0.9% | $5,609-32.0% |
| Admin fee / account holder | $5,128 | $10,748-52.3% | $6,675-23.2% | $10,827-52.6% |