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 | $96,196 | $95,862+0.3% | $79,550+20.9% | $134,475-28.5% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -17.31% | -2.69%-14.6pp | 0.16%-17.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,799 | $3,128-42.5% | $2,413-25.4% | $4,740-62.0% |
| Participant deferral / active EE | $2,774 | $4,693-40.9% | $3,985-30.4% | $6,400-56.7% |
| Admin fee / account holder | $1,191 | $9,126-86.9% | $6,832-82.6% | $11,426-89.6% |