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 | $98,324 | $92,222+6.6% | $76,768+28.1% | $135,375-27.4% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -2.79% | 5.46%-8.3pp | 2.43%-5.2pp | 519.73%-522.5pp |
| Employer contribution / active EE | $864 | $3,216-73.1% | $2,485-65.3% | $4,779-81.9% |
| Participant deferral / active EE | $4,486 | $4,509-0.5% | $3,852+16.5% | $5,609-20.0% |
| Admin fee / account holder | $950 | $10,748-91.2% | $6,675-85.8% | $10,827-91.2% |