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 | $75,464 | $95,971-21.4% | $74,550+1.2% | $135,375-44.3% |
| Participation rate | 58.8% | 75.7%-16.8pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -5.70% | 56.96%-62.7pp | 32.53%-38.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,659 | $2,716-38.9% | $1,961-15.4% | $4,779-65.3% |
| Participant deferral / active EE | $4,235 | $3,843+10.2% | $3,108+36.2% | $5,609-24.5% |
| Admin fee / account holder | $1,239 | $6,522-81.0% | $5,060-75.5% | $10,827-88.6% |