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 | $92,426 | $78,694+17.5% | $67,652+36.6% | $125,391-26.3% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -1.56% | 9.46%-11.0pp | 6625.04%-6626.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,063 | $3,044-65.1% | $2,266-53.1% | $4,866-78.1% |
| Participant deferral / active EE | $4,098 | $4,292-4.5% | $3,560+15.1% | $5,352-23.4% |
| Admin fee / account holder | $2,567 | $7,403-65.3% | $4,821-46.8% | $9,540-73.1% |