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 | $85,659 | $82,286+4.1% | $68,791+24.5% | $134,475-36.3% |
| Participation rate | 64.3% | 75.1%-10.8pp | 69.0%-4.7pp | 81.2%-16.9pp |
| Annual return | -14.41% | -2.19%-12.2pp | -6.38%-8.0pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,803 | $3,301-15.1% | $2,655+5.6% | $4,740-40.9% |
| Participant deferral / active EE | $5,259 | $4,739+11.0% | $3,941+33.4% | $6,400-17.8% |
| Admin fee / account holder | $2,364 | $6,481-63.5% | $4,932-52.1% | $11,426-79.3% |