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 | $109,916 | $72,177+52.3% | $115,037-4.5% | $59,632+84.3% |
| Participation rate | 69.6% | 72.6%-2.9pp | 81.4%-11.7pp | 68.7%+1.0pp |
| Annual return | 0.57% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $740 | $2,841-73.9% | $4,608-83.9% | $2,203-66.4% |
| Participant deferral / active EE | $3,017 | $4,783-36.9% | $6,026-49.9% | $3,192-5.5% |
| Admin fee / account holder | $9,602 | $4,927+94.9% | $8,175+17.5% | $4,297+123.5% |