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 | $102,099 | $99,032+3.1% | $80,019+27.6% | $135,375-24.6% |
| Participation rate | 55.6% | 78.4%-22.8pp | 75.8%-20.3pp | 82.6%-27.1pp |
| Annual return | -6.26% | 15.39%-21.6pp | 11.22%-17.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,098 | $3,043-63.9% | $2,468-55.5% | $4,779-77.0% |
| Participant deferral / active EE | $3,894 | $4,282-9.1% | $3,686+5.7% | $5,609-30.6% |
| Admin fee / account holder | $53,094 | $10,436+408.8% | $6,521+714.2% | $10,827+390.4% |