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 | $72,379 | $54,380+33.1% | $68,509+5.6% | $59,632+21.4% |
| Participation rate | 69.2% | 70.2%-1.0pp | 74.7%-5.5pp | 68.7%+0.6pp |
| Annual return | -0.49% | 2.83%-3.3pp | 8.27%-8.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,802 | $1,539+147.1% | $2,278+66.9% | $2,203+72.6% |
| Participant deferral / active EE | $3,354 | $2,643+26.9% | $3,382-0.8% | $3,192+5.1% |
| Admin fee / account holder | $15,926 | $3,885+309.9% | $5,275+201.9% | $4,297+270.6% |