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 | $120,477 | $86,699+39.0% | $73,307+64.3% | $125,391-3.9% |
| Participation rate | 66.7% | 78.6%-12.0pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | -2.98% | 2.78%-5.8pp | 5.67%-8.7pp | 282.22%-285.2pp |
| Employer contribution / active EE | $3,051 | $4,152-26.5% | $3,237-5.8% | $4,866-37.3% |
| Participant deferral / active EE | $3,896 | $5,550-29.8% | $4,991-21.9% | $5,352-27.2% |
| Admin fee / account holder | $22,139 | $7,771+184.9% | $5,637+292.8% | $9,540+132.1% |