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 | $99,928 | $87,540+14.2% | $75,781+31.9% | $125,391-20.3% |
| Participation rate | 58.3% | 80.2%-21.8pp | 75.8%-17.5pp | 83.2%-24.9pp |
| Annual return | -0.36% | 13.48%-13.8pp | 9.68%-10.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,336 | $3,930-66.0% | $3,323-59.8% | $4,866-72.6% |
| Participant deferral / active EE | $2,955 | $4,229-30.1% | $3,651-19.1% | $5,352-44.8% |
| Admin fee / account holder | $16,645 | $6,502+156.0% | $5,299+214.1% | $9,540+74.5% |