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 | $105,389 | $92,222+14.3% | $76,768+37.3% | $135,375-22.2% |
| Participation rate | 56.3% | 79.8%-23.5pp | 77.0%-20.7pp | 82.6%-26.4pp |
| Annual return | -6.97% | 5.46%-12.4pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,753 | $3,216-45.5% | $2,485-29.5% | $4,779-63.3% |
| Participant deferral / active EE | $6,009 | $4,509+33.3% | $3,852+56.0% | $5,609+7.1% |
| Admin fee / account holder | $2,316 | $10,748-78.5% | $6,675-65.3% | $10,827-78.6% |