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 | $126,805 | $99,032+28.0% | $80,019+58.5% | $135,375-6.3% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -7.57% | 15.39%-23.0pp | 11.22%-18.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,022 | $3,043-66.4% | $2,468-58.6% | $4,779-78.6% |
| Participant deferral / active EE | $2,693 | $4,282-37.1% | $3,686-26.9% | $5,609-52.0% |
| Admin fee / account holder | $1,308 | $10,436-87.5% | $6,521-79.9% | $10,827-87.9% |