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 | $130,789 | $95,193+37.4% | $76,523+70.9% | $135,375-3.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -4.45% | 4.85%-9.3pp | -0.27%-4.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $637 | $3,302-80.7% | $2,647-75.9% | $4,779-86.7% |
| Participant deferral / active EE | $1,892 | $4,639-59.2% | $3,835-50.7% | $5,609-66.3% |
| Admin fee / account holder | $990 | $6,249-84.2% | $4,848-79.6% | $10,827-90.9% |