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 | $103,920 | $82,286+26.3% | $68,791+51.1% | $134,475-22.7% |
| Participation rate | 41.7% | 75.1%-33.4pp | 69.0%-27.4pp | 81.2%-39.6pp |
| Annual return | -15.77% | -2.19%-13.6pp | -6.38%-9.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,000 | $3,301-39.4% | $2,655-24.7% | $4,740-57.8% |
| Participant deferral / active EE | $3,177 | $4,739-33.0% | $3,941-19.4% | $6,400-50.4% |
| Admin fee / account holder | $609 | $6,481-90.6% | $4,932-87.7% | $11,426-94.7% |