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 | $106,630 | $83,908+27.1% | $68,509+55.6% | $125,391-15.0% |
| Participation rate | 28.6% | 78.2%-49.6pp | 74.7%-46.2pp | 83.2%-54.6pp |
| Annual return | -0.96% | 14.48%-15.4pp | 8.27%-9.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,078 | $3,031-31.5% | $2,278-8.8% | $4,866-57.3% |
| Participant deferral / active EE | $3,204 | $4,125-22.3% | $3,382-5.3% | $5,352-40.1% |
| Admin fee / account holder | $426 | $8,982-95.3% | $5,275-91.9% | $9,540-95.5% |