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 | $86,232 | $78,694+9.6% | $67,652+27.5% | $125,391-31.2% |
| Participation rate | 65.2% | 78.8%-13.6pp | 75.7%-10.4pp | 83.2%-18.0pp |
| Annual return | -0.98% | 9.46%-10.4pp | 6625.04%-6626.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,030 | $3,044-66.2% | $2,266-54.6% | $4,866-78.8% |
| Participant deferral / active EE | $2,538 | $4,292-40.9% | $3,560-28.7% | $5,352-52.6% |
| Admin fee / account holder | $4,538 | $7,403-38.7% | $4,821-5.9% | $9,540-52.4% |