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 | $98,935 | $100,754-1.8% | $86,677+14.1% | $134,475-26.4% |
| Participation rate | 52.4% | 78.9%-26.6pp | 76.6%-24.2pp | 81.2%-28.8pp |
| Annual return | -18.01% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,124 | $3,489-39.1% | $2,836-25.1% | $4,740-55.2% |
| Participant deferral / active EE | $2,425 | $5,338-54.6% | $4,656-47.9% | $6,400-62.1% |
| Admin fee / account holder | $10,115 | $10,926-7.4% | $7,493+35.0% | $11,426-11.5% |