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 | $118,414 | $92,222+28.4% | $76,768+54.2% | $135,375-12.5% |
| Participation rate | 35.3% | 79.8%-44.5pp | 77.0%-41.7pp | 82.6%-47.3pp |
| Annual return | -6.26% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,635 | $3,216+13.0% | $2,485+46.3% | $4,779-23.9% |
| Participant deferral / active EE | $7,594 | $4,509+68.4% | $3,852+97.2% | $5,609+35.4% |
| Admin fee / account holder | $1,463 | $10,748-86.4% | $6,675-78.1% | $10,827-86.5% |