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 | $107,470 | $95,971+12.0% | $74,550+44.2% | $135,375-20.6% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -5.40% | 56.96%-62.4pp | 32.53%-37.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $980 | $2,716-63.9% | $1,961-50.0% | $4,779-79.5% |
| Participant deferral / active EE | $2,424 | $3,843-36.9% | $3,108-22.0% | $5,609-56.8% |
| Admin fee / account holder | $34,940 | $6,522+435.7% | $5,060+590.6% | $10,827+222.7% |