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 | $102,924 | $95,971+7.2% | $74,550+38.1% | $135,375-24.0% |
| Participation rate | 68.2% | 75.7%-7.5pp | 69.1%-1.0pp | 82.6%-14.5pp |
| Annual return | -2.38% | 56.96%-59.3pp | 32.53%-34.9pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,835 | $2,716-32.4% | $1,961-6.4% | $4,779-61.6% |
| Participant deferral / active EE | $4,087 | $3,843+6.3% | $3,108+31.5% | $5,609-27.1% |
| Admin fee / account holder | $1,006 | $6,522-84.6% | $5,060-80.1% | $10,827-90.7% |