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 | $98,737 | $42,548+132.1% | $74,550+32.4% | $56,287+75.4% |
| Participation rate | 64.8% | 60.5%+4.3pp | 69.1%-4.4pp | 69.9%-5.1pp |
| Annual return | -4.98% | 12.40%-17.4pp | 32.53%-37.5pp | -9.96%+5.0pp |
| Employer contribution / active EE | $946 | $855+10.6% | $1,961-51.8% | $2,111-55.2% |
| Participant deferral / active EE | $3,888 | $2,277+70.7% | $3,108+25.1% | $3,350+16.1% |
| Admin fee / account holder | $3,770 | $467+707.0% | $5,060-25.5% | $521+623.6% |