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 | $77,553 | $158,817-51.2% | $121,196-36.0% | $135,375-42.7% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -6.18% | -0.64%-5.5pp | 16.93%-23.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $943 | $5,665-83.3% | $4,022-76.5% | $4,779-80.3% |
| Participant deferral / active EE | $8,143 | $4,005+103.3% | $3,344+143.5% | $5,609+45.2% |
| Admin fee / account holder | $702 | $6,512-89.2% | $5,019-86.0% | $10,827-93.5% |