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 | $90,317 | $57,354+57.5% | $83,848+7.7% | $64,186+40.7% |
| Participation rate | 57.6% | 68.6%-11.0pp | 76.1%-18.6pp | 69.6%-12.0pp |
| Annual return | -7.85% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,453 | $2,545-3.6% | $3,631-32.4% | $2,381+3.0% |
| Participant deferral / active EE | $4,991 | $2,993+66.8% | $4,082+22.3% | $3,470+43.9% |
| Admin fee / account holder | $2,854 | $4,046-29.5% | $5,478-47.9% | $4,888-41.6% |