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 | $104,986 | $107,791-2.6% | $90,645+15.8% | $135,375-22.4% |
| Participation rate | 30.0% | 78.0%-48.0pp | 74.0%-44.0pp | 82.6%-52.6pp |
| Annual return | -2.23% | -0.90%-1.3pp | 1.88%-4.1pp | 519.73%-522.0pp |
| Employer contribution / active EE | $1,083 | $3,018-64.1% | $2,532-57.2% | $4,779-77.3% |
| Participant deferral / active EE | $5,336 | $3,872+37.8% | $3,425+55.8% | $5,609-4.9% |
| Admin fee / account holder | $1,628 | $5,930-72.6% | $4,994-67.4% | $10,827-85.0% |