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 | $110,778 | $97,044+14.2% | $83,333+32.9% | $135,375-18.2% |
| Participation rate | 40.0% | 80.4%-40.4pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -9.61% | 12.31%-21.9pp | 10.63%-20.2pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,186 | $4,143-71.4% | $3,379-64.9% | $4,779-75.2% |
| Participant deferral / active EE | $4,566 | $5,964-23.4% | $5,565-18.0% | $5,609-18.6% |
| Admin fee / account holder | $2,395 | $8,380-71.4% | $7,510-68.1% | $10,827-77.9% |