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 | $118,430 | $77,813+52.2% | $123,544-4.1% | $64,186+84.5% |
| Participation rate | 56.8% | 74.7%-17.9pp | 82.3%-25.5pp | 69.6%-12.8pp |
| Annual return | -6.38% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $637 | $3,014-78.9% | $4,628-86.2% | $2,381-73.3% |
| Participant deferral / active EE | $6,823 | $5,240+30.2% | $6,426+6.2% | $3,470+96.7% |
| Admin fee / account holder | $3,279 | $5,519-40.6% | $9,284-64.7% | $4,888-32.9% |