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 | $99,109 | $95,971+3.3% | $74,550+32.9% | $135,375-26.8% |
| Participation rate | 16.7% | 75.7%-59.0pp | 69.1%-52.5pp | 82.6%-66.0pp |
| Annual return | -6.55% | 56.96%-63.5pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $8,775 | $2,716+223.1% | $1,961+347.5% | $4,779+83.6% |
| Participant deferral / active EE | $11,478 | $3,843+198.7% | $3,108+269.3% | $5,609+104.7% |
| Admin fee / account holder | $2,192 | $6,522-66.4% | $5,060-56.7% | $10,827-79.8% |