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 | $123,122 | $72,404+70.0% | $110,238+11.7% | $64,186+91.8% |
| Participation rate | 69.5% | 73.3%-3.8pp | 79.8%-10.3pp | 69.6%-0.1pp |
| Annual return | -5.35% | -6.29%+0.9pp | 314.74%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,235 | $2,282-45.9% | $3,826-67.7% | $2,381-48.1% |
| Participant deferral / active EE | $3,117 | $3,469-10.1% | $4,672-33.3% | $3,470-10.2% |
| Admin fee / account holder | $6,408 | $5,664+13.1% | $8,547-25.0% | $4,888+31.1% |